Harris Freeman 401(k) match, vesting and fees
What Harris Freeman's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Jmk Cpa Partners LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $4.2M at the end of plan year 2021 to $3.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 110 | $3.3M | $1,669 | $18 | 0.75% | Not published | Form 5500 ↗ |
| 2024 | 228 | $4.6M | $107K | $654 | 0.78% | Not published | Form 5500 ↗ |
| 2023 | 161 | $4M | $98K | $707 | 0.78% | Not published | Form 5500 ↗ |
| 2022 | 166 | $3.3M | $84K | $634 | 0.81% | Not published | Form 5500 ↗ |
| 2021 | 149 | $4.2M | $116K | $817 | 0.83% | Not published | Form 5500 ↗ |
Other Harris Freeman plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Southern Tea, LLC Salaried Employees 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Southern Tea, LLC New Jersey 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Harris Freeman match 401(k) contributions?
The match terms for the Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan have not been published from its filing yet. The plan year 2025 filing reports $1,669 in employer contributions, about $18 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Harris Freeman 401(k) match vested?
The vesting schedule for the Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Harris Freeman 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Harris Freeman and Co., Inc..
I left Harris Freeman. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Harris Freeman and Co., Inc., (678) 819-3311) or the recordkeeper, Fidelity Investments Institutional. The Harris Freeman old 401(k) page lists the contacts from every plan filing. Find an old Harris Freeman 401(k)
Data from the public Form 5500 annual reports Harris Freeman filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Harris Freeman. Not financial advice. Report a correction · Methodology