# Harris Beach PLLC 401(k) Plan
Source: https://planprovider.pro/companies/harris-beach-pllc-401k-plan

> Harris Beach PLLC's 401(k) plan: 390 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ONEAMERICA RETIREMENT SERVICES|RECORDKEEPER|$131,458|—|$131,458|

| MG TRUST COMPANY DBA MATRIX TRUST C|CUSTODIAN/RECORDKEEPER|—|$104,633|$104,633|

| BLUE WATER ADVISORS|INVESTMENT ADVISOR|$30,638|—|$30,638|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$28,049|—|$28,049|

| QCI ASSET MANAGEMENT|INVESTMENT ADVISOR|$14,121|—|$14,121|

| COBBLESTONE CAPITAL ADVISORS|INVESTMENT ADVISOR|$8,661|—|$8,661|

| BONADIO & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MG TRUST COMPANY DBA MATRIX TRUST C](https://planprovider.pro/provider/aspire-financial-services) — CUSTODIAN/RECORDKEEPER

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [BONADIO & CO.](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $317,560

- **Estimated Expense Ratio:** 0.150% 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|

| 2024|$214,910|$53,420|—|—|—|

| 2023|$215,076|$54,524|—|—|—|

| 2022|$221,580|$65,450|$155,051|—|—|

## Similar Plans

- [Allen & Overy LLP](https://planprovider.pro/companies/allen-overy-llp-401k-plan) — 382 participants

- [Weitz & Luxenberg, P.C.](https://planprovider.pro/companies/weitz-luxenberg-p-c-plan-001) — 379 participants

- [Cleary Gottlieb Steen & Hamilton LLP](https://planprovider.pro/companies/cleary-gottlieb-steen-hamilton-llp-plan-003) — 376 participants

- [Allen Overy Shearman Sterling Us LLP](https://planprovider.pro/companies/allen-overy-shearman-sterling-us-llp-401k-plan-004) — 405 participants

- [Lippes Mathias LLP](https://planprovider.pro/companies/lippes-mathias-llp-plan-001) — 366 participants

- [White & Case LLP](https://planprovider.pro/companies/white-case-llp-plan-007) — 362 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/harris-beach-pllc-401k-plan)

© 2026 PlanProvider.Pro