# Harrison Global LLC 401(k) Plan
Source: https://planprovider.pro/companies/harrison-global-llc-454213532-001

> Harrison Global LLC's 401(k) plan: 1,231 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Harrison Global LLC

- **Sponsor EIN:** 454213532

- **Sponsor Address:** 880 MAIN STREET, SUITE 3, WALTHAM, MA, 01702

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

- **Plan Number:** 001

- **Total Participants:** 1,231

- **Total Assets:** $31.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|1,231|$31.1M|$0|$0|

## 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|

| OSAIC WEALTH, INC.|Investment Advisor|—|$42,039|$42,039|

| COMPASS|Recordkeeper|—|$6,986|$6,986|

| ANGELL PENSION GROUP|Recordkeeper|—|$6,563|$6,563|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,588

- **Estimated Expense Ratio:** 0.179% 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|

| 2025|$2,279,486|—|$10,550|—|—|

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