Plan Snapshot
- Plan Sponsor: Harmonia Holdings Group, LLC
- Sponsor EIN: 432103421
- Sponsor Address: 8180 GREENSBORO DRIVE - SUITE 1000, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $37.1M
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 | 395 | $37.1M | $1.5M | $3.5M |
| 2023 | 343 | $29.1M | $1.2M | $2.7M |
| 2022 | 334 | $23.6M | $1.1M | $2.6M |
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 |
|---|---|---|---|---|
| BELFINT, LYONS & SHUMAN, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BELFINT, LYONS & SHUMAN, P.A. — 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 | $81,842 | $30,202 | $41,950 | — | — |
| 2023 | $140,770 | $62,399 | $70,791 | — | — |
| 2022 | $134,014 | $57,732 | $71,037 | — | $5,245 |