Plan Snapshot
- Plan Sponsor: Harte Nissan, INC.
- Sponsor EIN: 061079202
- Sponsor Address: 165 WEST SERVICE ROAD, HARTFORD, CT, 06120
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 212 | $16.3M | $153,933 | $1.2M |
| 2023 | 214 | $13.8M | $154,959 | $1.1M |
| 2022 | 211 | $11.8M | $165,583 | $1.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $54,934 | — | $54,934 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $25,017 | — | $25,017 |
| CHARLES SCHWAB | Recordkeeper | — | $5,903 | $5,903 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
- CHARLES SCHWAB — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,854
- Estimated Expense Ratio: 0.525% 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 | $79,846 | $25,017 | $54,829 | — | — |
| 2023 | $81,597 | $25,000 | $56,597 | — | — |
| 2022 | $89,626 | — | $89,626 | — | — |