Plan Snapshot
- Plan Sponsor: Harold Brothers Mechanical Contractors, INC.
- Sponsor EIN: 263189470
- Sponsor Address: 44 WOODROCK ROAD, WEYMOUTH, MA, 02189
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $22.7M
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 | 283 | $22.7M | $1.8M | $955,576 |
| 2023 | 284 | $18.0M | $1.5M | $971,377 |
| 2022 | 295 | $14.8M | $1.5M | $906,618 |
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 |
|---|---|---|---|---|
| CAPITAL ANALYSTS, INC. | REGISTERED INVESTMENT AD | $47,355 | — | $47,355 |
| MAMACOS BYSIEWICZ & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPITAL ANALYSTS, INC. — REGISTERED INVESTMENT AD
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,355
- Estimated Expense Ratio: 0.209% 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 | $97,361 | — | $97,361 | — | — |
| 2023 | $75,812 | $2,591 | $73,221 | — | — |
| 2022 | $37,105 | — | $37,105 | — | — |