Plan Snapshot
- Plan Sponsor: Harmelin & Associates
- Sponsor EIN: 232222601
- Sponsor Address: 103 QUAKER LN, VILLANOVA, PA, 190851323
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $35.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 245 | $35.9M | $714,047 | $2.0M |
| 2023 | 261 | $29.8M | $723,532 | $2.0M |
| 2022 | 246 | $25.0M | $662,563 | $1.8M |
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 |
|---|---|---|---|---|
| MERCADIEN P C | 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 | $108,161 | $78,499 | $28,802 | — | — |
| 2023 | $76,050 | $47,707 | $27,483 | — | — |
| 2022 | $112,437 | — | $112,437 | — | — |