# Harding Mazzotti, LLP DC Plan
Source: https://planprovider.pro/companies/harding-mazzotti-llp-plan-002

> Harding Mazzotti, LLP's DC plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harding Mazzotti, LLP

- **Sponsor EIN:** 141773128

- **Sponsor Address:** 1 WALL STREET, ALBANY, NY, 12205

- **Plan Type:** DC

- **Total Participants:** 122

- **Total Assets:** $36.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|122|$36.4M|$1.4M|$1.0M|

| 2023|109|$30.5M|$1.2M|$911,345|

| 2022|94|$24.8M|$1.0M|$806,253|

## 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|

| LUTZ, SELIG & ZERONDA, CPAS, LLP|Auditor|—|—|$0|

## 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|$4,610|—|$4,610|—|—|

| 2023|$5,371|—|$5,371|—|—|

| 2022|$6,390|—|$6,390|—|—|

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