Plan Snapshot
- Plan Sponsor: Harness Roofing, INC.
- Sponsor EIN: 710654212
- Sponsor Address: 415 S MAIN, HARRISON, AR, 72601
- Plan Type: 401(k)
- Total Participants: 344
- Total Assets: $15.1M
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 | 344 | $15.1M | $1.4M | $739,531 |
| 2023 | 252 | $13.1M | $1.3M | $586,242 |
| 2022 | 214 | $11.1M | $1.3M | $577,441 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,022 | — | $44,022 |
| PRIME CAPITAL INVESTMENT ADVISORS | ADVISOR | $31,633 | — | $31,633 |
| HCJ CPAS & ADVISORS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HCJ CPAS & ADVISORS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,655
- Estimated Expense Ratio: 0.502% 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 | $75,655 | $31,633 | — | — | — |
| 2023 | $65,116 | $27,885 | — | — | — |
| 2022 | $64,131 | — | — | — | — |