Plan Ledger DOL Form 5500 · updated monthly

Harmon Law Offices, P.C.401(k)

HARMON LAW OFFICES, P.C. 401(K) PLAN · NEWTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Harmon Law Offices, P.C. reported $2,850 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.026% to 0.031%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,923rd of 2,726), and 8,090th of 11,654 in professional & technical services. active participation has grown from 40 to 45 since 2022.

Plan summary
Net assets, end of year$9,681,656
Participants with balances94
Active participants45
Employer contributions—
Employee contributions$191,385
Employer contribution per active participant—
Average account balance$102,996
Benefits paid to participants$167,434
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 94 accts
2023$8.5M · 106 accts
2022$7.3M · 113 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,650
Total administrative$2,850
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ANGELL PENSION GROUP · Contract administratorindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$2,850 · 0.03%
2023$4,111 · 0.05%
2022$2,200 · 0.03%
Similar plansProfessional & Technical Services · Massachusetts
Centra Technology, Inc. MA$9.9M · 0.00%
Homology Medicine, Inc. MA$9.9M · 0.11%
Maccormack Plumbing Inc MA$9.6M · 0.70%
Yesware, Inc MA$9.6M · 0.01%
Labyrinth Solutions, Inc. MA$9.4M · 0.01%
Cogito Corporation, Inc. MA$9.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043341419 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.