# Harvey Industries, LLC 401(k) Plan
Source: https://planprovider.pro/companies/harvey-industries-llc-401k-plan

> Harvey Industries, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/harvey-industries-llc-401k-plan)

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