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Department of Labor filing

HARBERT MANAGEMENT CORPORATION

HARBERT RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

55filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$8,406

Reported employer contributions per active participant.

Higher than about 69% of comparable plans
#People in the filing
227

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$273 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 23% of comparable plans
↗Investment performance
Not available

Plan assets changed 11.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202455out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions69th percentileTypical peer $5,330 · based on 410 comparable plans
Lower reported administrative expense23rd percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HARBERT MANAGEMENT CORPORATION reported $1,908,086 in employer contributions across the plan and 227 active participants. That works out to $8,406 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy71%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 2.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 190.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context55/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,908,086
Participant contributions
$2,670,319
Other contributions
$39,586
Employer share of reported contributions
41.7%
Beginning assets
$97,414,340
Ending assets
$108,667,475
Ending net assets
$108,667,475
Ending liabilities
$0
Total income
$23,852,285
Total expenses
$12,599,150
Administrative expenses
$86,474
Participant loans
$356,064

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$8,171
2023
$7,910
2024
$8,406
Plan-paid administrative expenses per participant
2022
$94
2023
$116
2024
$273
Active participants
2022
236
2023
238
2024
227
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$8,406227108.7M20251010130329NAL0004266707001
2023$7,91023897.4M20241010151426NAL0011649779001
2022$8,17123680.9M20231012104052NAL0031631393001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
631105435-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jun 1, 1988
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AF EUROPAC GROWTH R6-CAPITAL RESEAR2024Not reportedunknown
CONESTOGA SM CAP TR-COMERICA BANK2024Not reportedunknown
DH LARGE CAP Y-DIAMOND HILL2024Not reportedunknown
FID 500 INDEX-FIDELITY MANAGAGEMENT2024Not reportedunknown
FID BALANCED K-FIDELITY MANAGEMENT2024Not reportedunknown
FID CONTRAFUND K-FIDELITY MANAGEMEN2024Not reportedunknown
FID EXTD MKT IDX-FIDELITY MANAGEMEN2024Not reportedunknown
FID GOVT MMKT - FIDELITY MANAGEMENT2024Not reportedunknown
FID GROWTH CO K-FIDELITY MANAGEMENT2024Not reportedunknown
FID INTL INDEX-FIDELITY MANANAGEMEN2024Not reportedunknown
FID LOW PRICED STK K-FIDELITY MANAG2024Not reportedunknown
FID OTC K-FIDELITY MANAGEMENT & RES2024Not reportedunknown
TCW MW TOT RTN BD I2024Not reportedunknown
VANG EXPLORER VL INV CARDINAL CAPI2024Not reportedunknown
VANG ST BOND IDX ADM VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2020-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2025-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2030-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2035-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2040-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2045-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2050-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2055-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2060 VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2065-VANGUARD GROUP2024Not reportedunknown
VANG TARGET RET 2070-VANGUARD2024Not reportedunknown
VANG TARGET RET INC-VANGUARD GROUP2024Not reportedunknown
VANG TOT BD MKT ADM-VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251010130329NAL0004266707001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗