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

> Harris Freeman And Co., INC.'s 401(k) plan: 197 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:** 760701392

- **Sponsor Address:** 1267 COBB INDUSTRIAL DRIVE, MARIETTA, GA, 30066

- **Plan Type:** 401(k)

- **Total Participants:** 197

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|197|$4.6M|$106,613|$154,546|

| 2023|134|$4.0M|$97,600|$137,102|

| 2022|136|$3.3M|$84,340|$138,474|

## 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|

| JMK CPA PARTNERS LLP|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|$33,640|$720|—|—|—|

| 2023|$28,563|$899|—|—|—|

| 2022|$30,178|$788|—|—|—|

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