Plan Snapshot
- Plan Sponsor: Harmon Law Offices, P.C.
- Sponsor EIN: 043341419
- Sponsor Address: 150 CALIFORNIA STREET, NEWTON, MA, 02458
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $9.7M
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 | 45 | $9.7M | $0 | $191,385 |
| 2023 | 53 | $8.5M | $0 | $229,522 |
| 2022 | 40 | $7.3M | $0 | $171,395 |
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 |
|---|---|---|---|---|
| JOHNSON OCONNOR FERON & CARUCCI 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 | $2,850 | — | $1,650 | — | — |
| 2023 | $4,111 | — | $1,790 | — | — |
| 2022 | $2,200 | — | — | — | — |