Plan Snapshot
- Plan Sponsor: Harris Freeman And Co., INC.
- Sponsor EIN: 953727699
- Sponsor Address: 344 NEW ALBANY ROAD, MOORESTOWN, NJ, 08057
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $34.3M
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 | 334 | $34.3M | $548,358 | $2.0M |
| 2023 | 338 | $30.8M | $475,415 | $1.8M |
| 2022 | 227 | $18.4M | $362,097 | $1.4M |
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 |
|---|---|---|---|---|
| JONES & MALHOTRA | 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 | $48,834 | $6,456 | — | — | — |
| 2023 | $44,268 | $6,728 | $600 | — | — |
| 2022 | $35,536 | $5,126 | — | — | — |