Plan Snapshot
- Plan Sponsor: Harbourvest Partners, LLC
- Sponsor EIN: 043335829
- Sponsor Address: ONE FINANCIAL CENTER, 44TH FLOOR, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 941
- Total Assets: $225.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 941 | $225.8M | $10.7M | $13.8M |
| 2023 | 894 | $178.2M | $9.1M | $12.1M |
| 2022 | 808 | $132.8M | $6.7M | $9.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TAWNEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAWNEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $112,980 | $37,830 | — | — | — |
| 2023 | $105,751 | $27,088 | — | — | — |
| 2022 | -$4,939 | $25,561 | — | — | — |