Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$31.2M
Filings through .
2 plans aggregated / $37.8M assets / 312 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HARRIS GROUP DEFERRED INCOME PLAN AND TRUST | 401(k) | $31.2M | 218 | 2025 |
| #002 | HARRIS GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.6M | 94 | 2025 |