Plan Snapshot
- Plan Sponsor: Harris & Associates
- Sponsor EIN: 942385238
- Sponsor Address: 1401 WILLOW PASS ROAD, CONCORD, CA, 94520
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $49.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 304 | $49.0M | $588,658 | $3.1M |
| 2023 | 264 | $42.2M | $0 | $2.7M |
| 2022 | 242 | $34.5M | $0 | $2.3M |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
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 | $14,205 | $10,987 | — | — | — |
| 2023 | $11,772 | $9,063 | — | — | — |
| 2022 | $19,864 | $6,088 | — | — | — |