Plan Snapshot
- Plan Sponsor: Harpo, INC.
- Sponsor EIN: 363446004
- Sponsor Address: 2029 CENTURY PARK EAST, LOS ANGELES, CA, 90067
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $36.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 57 | $36.0M | $182,146 | $606,024 |
| 2023 | 57 | $32.6M | $229,294 | $593,513 |
| 2022 | 57 | $29.4M | $243,131 | $616,047 |
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 |
|---|---|---|---|---|
| RAMIREZ JIMENEZ INTERNATIONAL CPAS | 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 | -$19,810 | $4,451 | — | — | — |
| 2023 | -$20,813 | $4,833 | $1,200 | — | — |
| 2022 | -$27,474 | $3,445 | — | — | — |