Plan Snapshot
- Plan Sponsor: Harness, Dickey & Pierce, PLC
- Sponsor EIN: 381429059
- Sponsor Address: 5445 CORPORATE DR. STE 200, TROY, MI, 48098
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $162.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 273 | $162.4M | $2.9M | $3.1M |
| 2023 | 268 | $147.3M | $2.9M | $2.9M |
| 2022 | 271 | $124.9M | $2.8M | $2.7M |
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 |
|---|---|---|---|---|
| DERDERIAN, KANN, SEYFERTH & SALUCCI | 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 | $14,454 | $2,203 | — | — | — |
| 2023 | $15,110 | $2,231 | — | — | — |
| 2022 | $16,641 | — | — | — | — |