Plan Snapshot
- Plan Sponsor: Harrison Inn Sixty-Six, INC.
- Sponsor EIN: 521191391
- Sponsor Address: PO BOX 160 ATTN HUMAN RESOURCES, OCEAN CITY, MD, 21842
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $14.0M
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 | 398 | $14.0M | $322,530 | $647,629 |
| 2023 | 392 | $11.9M | $306,289 | $579,365 |
| 2022 | 393 | $9.9M | $241,403 | $448,033 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $34,768 | — | $34,768 | — | — |
| 2023 | $25,520 | — | $25,520 | — | — |
| 2022 | $29,335 | — | $29,335 | — | — |