# Harry N. Abrams, INC 401(k) Plan
Source: https://planprovider.pro/companies/harry-n-abrams-inc-401k-plan

> Harry N. Abrams, INC's 401(k) plan: 147 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Harry N. Abrams, INC

- **Sponsor EIN:** 131601701

- **Sponsor Address:** 195 BROADWAY, NEW YORK, NY, 10007

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

- **Total Participants:** 147

- **Total Assets:** $26.9M

## 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.|

| 2023|147|$26.9M|$519,405|$1.4M|

| 2022|174|$22.5M|$537,455|$1.4M|

## 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|

| USI ADVISORS INC|ADVISOR|$53,000|—|$53,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$12,246|—|$12,246|

| BORIS BENIC & ASSOCIATES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BORIS BENIC & ASSOCIATES, LLP](https://planprovider.pro/provider/boris-benic-and-associates-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,246

- **Estimated Expense Ratio:** 0.242% 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|

| 2023|$32,623|$30,836|—|—|—|

| 2022|$43,241|$2,863|—|—|—|

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