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Sponsor portfolio

HARRIS APPEALS PA

EIN 85-3246668-legal services-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
5220 HOOD RD STE 201 - PALM BEACH GARDENS, FL 33418561-867-9500harrisappeals.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$1.1M - 3 part#002CashBalance-$832K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • APPEALS PA 401(K) (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • APPEALS PA 401(K) (#001)3
  • CASH BALANCE PLAN (#002)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#001

HARRIS APPEALS PA 401(K) PLAN

401k

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HARRIS APPEALS, P.A. CASH BALANCE PLAN

CashBalance

Assets$832K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HARRIS APPEALS PA 401(K) PLAN401k$1.1M32025
002HARRIS APPEALS, P.A. CASH BALANCE PLANCashBalance$832K32025
Retirement plans
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