Plan Snapshot
- Plan Sponsor: Harper Construction Company, INC.
- Sponsor EIN: 330181806
- Sponsor Address: 2241 KETTNER BLVD SUITE 300, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 198
- Total Assets: $31.0M
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 | 198 | $31.0M | $706,947 | $1.4M |
| 2023 | 198 | $26.2M | $692,432 | $1.4M |
| 2022 | 157 | $21.1M | $606,483 | $1.2M |
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 |
|---|---|---|---|---|
| GATTO POPE & WALWICK LLP | 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 | $71,509 | $50,580 | — | — | — |
| 2023 | $56,637 | $40,933 | — | — | — |
| 2022 | $67,035 | — | $67,035 | — | — |