Plan Snapshot
- Plan Sponsor: Harper Industries, INC.
- Sponsor EIN: 481201370
- Sponsor Address: 151 E HIGHWAY 160, HARPER, KS, 670588201
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 146 | $11.8M | $230,250 | $677,740 |
| 2023 | 142 | $10.7M | $221,747 | $634,365 |
| 2022 | 142 | $9.4M | $203,592 | $588,976 |
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 |
|---|---|---|---|---|
| ALLEN GIBBS AND HOULIK, LC | 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 | $18,756 | — | $18,756 | — | — |
| 2023 | $16,473 | — | $16,473 | — | — |
| 2022 | $15,973 | — | $15,973 | — | — |