Plan Snapshot
- Plan Sponsor: Harrison Design Associates, INC.
- Sponsor EIN: 582077818
- Sponsor Address: 3565 PIEDMONT RD NE, BLDG 1-700, ATLANTA, GA, 30305
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $285,031 | $964,287 |
| 2023 | 105 | $10.7M | $245,541 | $897,080 |
| 2022 | 97 | $8.7M | $0 | $677,153 |
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 |
|---|---|---|---|---|
| OPPENHEIMER & CO INC | ADVISOR | $45,118 | — | $45,118 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,118
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 | $27,835 | $27,685 | — | — | — |
| 2023 | $22,584 | $22,559 | — | — | — |
| 2022 | $22,599 | — | — | — | — |