Plan Snapshot
- Plan Sponsor: Project Harmony
- Sponsor EIN: 470789054
- Sponsor Address: 11949 Q STREET, OMAHA, NE, 68137
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $6.2M
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 | 107 | $6.2M | $395,931 | $524,491 |
| 2023 | 106 | $5.2M | $373,380 | $493,058 |
| 2022 | 101 | $3.9M | $325,843 | $375,497 |
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 |
|---|---|---|---|---|
| BLAND & ASSOCIATES, P,C, | Auditor | $14,753 | — | $14,753 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,753
- Estimated Expense Ratio: 0.236% 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 | $30,572 | $7,981 | $7,838 | $14,753 | — |
| 2023 | $1,825 | — | $1,825 | — | — |
| 2022 | $1,300 | — | $1,300 | — | — |