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  2. HARRIS & ASSOCIATES, P.C.
Sponsor portfolio

HARRIS & ASSOCIATES, P.C.

EIN 02-0763299-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$728K assets
Welfare
0
Participants
6
100 STATE STREET, 10TH FLOOR - BOSTON, MA 02109617-523-1100
Plans on this EIN
2 filings
#002CashBalance-$457K - 3 part#001401k-$271K - 3 part

Retirement portfolio analytics

2 plans aggregated / $728K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#002)63%
  • & ASSOCIATES 401(K) (#001)37%
Total $728KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • & ASSOCIATES 401(K) (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HARRIS & ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$457K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HARRIS & ASSOCIATES 401(K) PLAN

401k

Assets$271K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HARRIS & ASSOCIATES CASH BALANCE PLANCashBalance$457K32025
001HARRIS & ASSOCIATES 401(K) PLAN401k$271K32025
Retirement plans
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