Plan Snapshot
- Plan Sponsor: Harmon City, INC.
- Sponsor EIN: 870230875
- Sponsor Address: 3540 SOUTH 4000 WEST, WEST VALLEY, UT, 84120
- Plan Type: 401(k)
- Total Participants: 4,125
- Total Assets: $97.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,125 | $97.8M | $1.9M | $8.0M |
| 2023 | 3,756 | $83.5M | $2.1M | $7.6M |
| 2022 | 3,806 | $69.5M | $1.8M | $7.1M |
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 |
|---|---|---|---|---|
| SQUIRE AND COMPANY | Auditor | $18,350 | — | $18,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,350
- Estimated Expense Ratio: 0.019% 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 | $346,296 | $118,253 | — | $18,350 | — |
| 2023 | $306,208 | $103,198 | — | — | — |
| 2022 | $300,721 | $7,019 | — | — | — |