# Harmonic Drive LLC 401(k) Plan
Source: https://planprovider.pro/companies/harmonic-drive-llc-401k-plan

> Harmonic Drive LLC's 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harmonic Drive LLC

- **Sponsor EIN:** 203942105

- **Sponsor Address:** 42 DUNHAM RIDGE, BEVERLY, MA, 01915

- **Plan Type:** 401(k)

- **Total Participants:** 218

- **Total Assets:** $26.9M

## 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|218|$26.9M|$484,107|$1.8M|

| 2023|206|$24.9M|$454,150|$1.6M|

| 2022|194|$23.6M|$375,375|$1.4M|

## 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|

| KAHN, LITWIN, RENZA & CO., LTD.|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|$69,572|$30,000|$1,200|—|—|

| 2023|$72,748|$30,000|$300|—|—|

| 2022|$62,808|—|—|—|—|

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