Plan Snapshot
- Plan Sponsor: Harding Loevner LP
- Sponsor EIN: 270684167
- Sponsor Address: 400 CROSSING BOULEVARD, BRIDGEWATER, NJ, 08807
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $62.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 116 | $62.0M | $3.3M | $2.4M |
| 2023 | 124 | $56.3M | $2.0M | $2.4M |
| 2022 | 116 | $49.4M | $1.9M | $2.1M |
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 |
|---|---|---|---|---|
| BELFINT, LYONS, SHUMAN CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS, SHUMAN CPA — 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 | $9,382 | — | — | — | — |
| 2023 | $2,150 | — | $2,150 | — | — |
| 2022 | $880 | — | — | — | $880 |