Plan Snapshot
- Plan Sponsor: Harpoint Holdings, INC.
- Sponsor EIN: 200169418
- Sponsor Address: 200 FRONT STREET, MILLERSBURG, PA, 17061
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $24.6M
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 | 171 | $24.6M | $759,050 | $850,407 |
| 2023 | 175 | $21.9M | $703,090 | $743,805 |
| 2022 | 172 | $18.4M | $655,997 | $674,884 |
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 |
|---|---|---|---|---|
| BOYER AND RITTER, LLC. | 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 | $86,885 | $65,073 | — | — | — |
| 2023 | $2,976 | — | — | — | — |
| 2022 | $2,453 | — | $2,453 | — | — |