Plan Snapshot
- Plan Sponsor: Harmar Mobility, LLC
- Sponsor EIN: 203622456
- Sponsor Address: 1500 INDEPENDENCE BLVD SUITE 220, SARASOTA, FL, 34234
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 292 | $8.8M | $354,792 | $971,518 |
| 2023 | 270 | $7.7M | $275,960 | $936,366 |
| 2022 | 245 | $6.2M | $299,852 | $929,399 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $56,129 | $29,710 | — | — | — |
| 2023 | $47,855 | $24,698 | — | — | — |
| 2022 | $42,190 | — | $42,190 | — | — |