Plan Snapshot
- Plan Sponsor: Harper Systems, INC.
- Sponsor EIN: 202066201
- Sponsor Address: 2510 S. CHURCH STREET, PARIS, TX, 75460
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $181,348 | $630,262 |
| 2023 | 339 | $10.3M | $222,718 | $861,291 |
| 2022 | 371 | $8.7M | $185,708 | $860,160 |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $52,954 | — | $52,954 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $20,358 | — | $20,358 |
| NA NA | AUDITOR | $13,500 | — | $13,500 |
| PATILLO, BROWN AND HILL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PATILLO, BROWN AND HILL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,812
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 | $32,721 | $17,689 | — | — | — |
| 2023 | $43,406 | $26,477 | — | $6,750 | — |
| 2022 | $35,685 | — | $35,685 | — | — |