Plan Snapshot
- Plan Sponsor: Harper Systems, INC.
- Sponsor EIN: 202066201
- Sponsor Address: 2510 S. CHURCH STREET, PARIS, TX, 75460
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 339
- Total Assets: $10.3M
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. |
|---|---|---|---|---|
| 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 | $26,477 | — | $26,477 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $10,179 | — | $10,179 |
| NA NA | Auditor | $6,750 | — | $6,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,406
- Estimated Expense Ratio: 0.422% 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 |
|---|---|---|---|---|---|
| 2023 | $43,406 | $26,477 | — | $6,750 | — |
| 2022 | $35,685 | — | $35,685 | — | — |