# Harris & Associates DC Plan
Source: https://planprovider.pro/companies/harris-associates-plan-002

> Harris & Associates's DC plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Harris & Associates

- **Sponsor EIN:** 942385238

- **Sponsor Address:** 1401 WILLOW PASS ROAD, CONCORD, CA, 945207964

- **Plan Type:** DC

- **Total Participants:** 226

- **Total Assets:** $22.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|226|$22.2M|$675,344|$0|

| 2023|193|$20.7M|$1.1M|$0|

| 2022|184|$20.7M|$1.0M|$0|

## 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|$5,344|—|$5,344|—|—|

| 2023|$4,421|—|$4,421|—|—|

| 2022|$4,580|—|$4,580|—|—|

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