# Harold Brothers Mechanical Contractors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/harold-brothers-mechanical-contractors-inc-401k-plan

> Harold Brothers Mechanical Contractors, INC.'s 401(k) plan: 283 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|

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