Plan Snapshot
- Plan Sponsor: Harvey Industries, LLC
- Sponsor EIN: 042282465
- Sponsor Address: 1400 MAIN ST., WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $1.7M | $3.3M |
| 2023 | 799 | $89.1M | $1.6M | $3.0M |
| 2022 | 806 | $78.8M | $1.6M | $2.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $360,446 | — | $360,446 |
| NEPC LLC | NONE | $153,428 | — | $153,428 |
| CARON & BLETZER PLLC | NONE | $44,750 | — | $44,750 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $41,100 | — | $41,100 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $599,724
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 | $325,197 | $24,378 | — | — | — |
| 2023 | $299,862 | $20,550 | — | $99,089 | — |
| 2022 | $228,469 | $20,267 | $97,765 | — | $55,513 |