# Harris Freeman And Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/harris-freeman-co-inc-401k-plan

> Harris Freeman And Co., INC.'s 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,378|—|$42,378|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,456|—|$6,456|

| JONES & MALHOTRA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,834

- **Estimated Expense Ratio:** 0.142% 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|$48,834|$6,456|—|—|—|

| 2023|$44,268|$6,728|$600|—|—|

| 2022|$35,536|$5,126|—|—|—|

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