Plan Snapshot
- Plan Sponsor: Paras Harshawat, Md
- Sponsor EIN: 261091197
- Sponsor Address: 4733 S 7TH ST, TERRE HAUTE, IN, 478024559
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $2.7M
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. |
|---|---|---|---|---|
| 2024 | 146 | $2.7M | $202,999 | $319,204 |
| 2023 | 223 | $3.6M | $166,858 | $276,954 |
| 2022 | 332 | $2.9M | $143,320 | $214,735 |
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 |
|---|---|---|---|---|
| LONG & ASSOCIATES P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LONG & ASSOCIATES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $20,948 | $20,948 | — | — | — |
| 2023 | $19,338 | — | $19,338 | — | — |
| 2022 | $25,069 | — | $25,069 | — | — |