Plan Snapshot
- Plan Sponsor: Harris Beach PLLC
- Sponsor EIN: 841623836
- Sponsor Address: 99 GARNSEY ROAD, PITTSFORD, NY, 14534
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $211.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 390 | $211.2M | $6.1M | $4.8M |
| 2023 | 451 | $197.3M | $6.0M | $5.0M |
| 2022 | 458 | $169.8M | $5.7M | $4.4M |
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 |
|---|---|---|---|---|
| BONADIO & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO. — Auditor
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 | $214,910 | $53,420 | — | — | — |
| 2023 | $215,076 | $54,524 | — | — | — |
| 2022 | $221,580 | $65,450 | $155,051 | — | — |