Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
D.F. HARRIS & COMPANY, INC.
EIN 56-0709421Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
37
110 S. MOORE STREET - SANFORD, NC 27330919-774-6400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 37 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
D.F. HARRIS & COMPANY, INC. 401(K) RETIREMENT PLAN
401k
Assets$1.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
D.F. HARRIS & COMPANY, INC. CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$1.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | D.F. HARRIS & COMPANY, INC. 401(K) RETIREMENT PLAN | 401k | $1.3M | 19 | 2024 | |
| 002 | D.F. HARRIS & COMPANY, INC. CASH BALANCE RETIREMENT PLAN | CashBalance | $1.1M | 18 | 2025 |
Retirement plans