Plan Snapshot
- Plan Sponsor: Harte Hanks, INC.
- Sponsor EIN: 741677284
- Sponsor Address: 1 EXECUTIVE DRIVE, SUITE 303, CHELMSFORD, MA, 01824
- Plan Type: DB
- Plan Number: 002
- Total Participants: 7
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7 | $30.8M | $1.8M | $0 |
| 2023 | 7 | $27.9M | $1.7M | $0 |
| 2022 | 10 | $24.5M | $1.4M | $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 |
|---|---|---|---|---|
| AON CONSULTING,INC. | Recordkeeper | $105,022 | — | $105,022 |
| BANK OF AMERICA MERRILL LYNCH | Investment Advisor | $87,040 | — | $87,040 |
| LOOMIS SAYLES | Other Service Provider | $12,692 | — | $12,692 |
| MFS INVESTMENT | Other Service Provider | $12,137 | — | $12,137 |
| ALLSPRING MID CAP VALUE | Other Service Provider | $8,364 | — | $8,364 |
| BLACKROCK MCG | Other Service Provider | $7,671 | — | $7,671 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING,INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,926
- Estimated Expense Ratio: 0.757% 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 |
|---|---|---|---|---|---|
| 2024 | $624,737 | $129,255 | — | — | — |
| 2023 | $558,452 | $113,250 | — | — | — |
| 2022 | $458,039 | $43,939 | — | — | $72,472 |