Plan Snapshot
- Plan Sponsor: William Harris Investors, INC.
- Sponsor EIN: 363488341
- Sponsor Address: 225 W WACKER DRIVE SUITE 2150, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $32.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 47 | $32.0M | $552,672 | $615,401 |
| 2023 | 47 | $28.9M | $543,273 | $568,319 |
| 2022 | 39 | $23.7M | $506,726 | $550,287 |