# William Harris Investors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/william-harris-investors-inc-plan

> William Harris Investors, INC.'s 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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