Sponsor portfolio
HARRIS FINANCIAL ADVISORS, LLC
EIN 82-1534595investment managementLatest filing 2024
Plans
1
Retirement
1
$982K assets
Welfare
0
Participants
10
1739 S. JADE WAY, SUITE 100 - MERIDIAN, ID 83642208-342-1670hfaboise.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HFA 401(K) PLAN | 401k | $982K | 10 | 2024 |
Retirement plans