Plan Snapshot
- Plan Sponsor: Harrogate Incorporated
- Sponsor EIN: 222919029
- Sponsor Address: 400 LOCUST STREET, LAKEWOOD, NJ, 08701
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $6.2M
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 | 208 | $6.2M | $63,929 | $324,905 |
| 2023 | 218 | $5.6M | $60,833 | $312,588 |
| 2022 | 217 | $5.1M | $58,815 | $299,673 |
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 |
|---|---|---|---|---|
| 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: $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 | $18,967 | $14,489 | — | — | — |
| 2023 | $15,919 | $12,264 | — | — | — |
| 2022 | $16,710 | $12,960 | — | — | — |