Plan Snapshot
- Plan Sponsor: Harlan Foods, INC.
- Sponsor EIN: 352096733
- Sponsor Address: 7597 EAST US HIGHWAY 36, AVON, IN, 46123
- Plan Type: 401(k)
- Total Participants: 984
- Total Assets: $31.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 984 | $31.8M | $370,299 | $2.2M |
| 2023 | 825 | $28.2M | $311,054 | $1.8M |
| 2022 | 855 | $25.1M | $135,505 | $1.7M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $83,020 | — | $83,020 |
| THURSTON,SPRINGER,MILLER,HERD&TATAK | ADVISOR | $70,603 | — | $70,603 |
| NEWPORT TRUST COMPANY | TRUSTEE | $11,798 | — | $11,798 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THURSTON,SPRINGER,MILLER,HERD&TATAK — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $165,421
- Estimated Expense Ratio: 0.521% of plan assets
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 | $165,421 | $70,603 | $4,240 | — | — |
| 2023 | $151,457 | $61,054 | $2,660 | — | — |
| 2022 | $144,039 | $45,416 | $90,278 | — | $8,345 |