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  • Retirement analytics
  • Benefits analytics
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Filings through Oct 24, 2026.

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Harris & Associates

EIN 94-2385238-management consulting-Latest filing 2025
Plans
3
Retirement
2
$83.0M assets
Health & Benefits
1
$482K premiums
Participants
1,146
1401 WILLOW PASS ROAD, SUITE 500 - CONCORD, CA 94520925-827-4900weareharris.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filings
#001401(k)-$59.1M - 523 part#002ESOP-$23.9M - 358 part#503Fully insured-$482K - 260 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $83.0M assets / 881 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$59.1M
  • EMPLOYEE STOCK OWNERSHIP (#002)$23.9M
Total $83.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)523
  • EMPLOYEE STOCK OWNERSHIP (#002)358
Total 881Select a row to open it

Benefits portfolio analytics

1 plan / $482K premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$260K
  • Life$83K
  • Long-term disability$77K
  • Vision$36K
  • Health$14K
  • Other$13K
Total $482K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN

401(k)

Assets$59.1M
Participants523
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.9M
Participants358
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

HARRIS & ASSOCIATES EMPLOYEE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$482K
Covered lives260
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN401(k)$59.1M5232025
#002HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$23.9M3582025
  • HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN$59.1M
    #001 · 401(k) · 2025523
  • HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN$23.9M
    #002 · ESOP · 2025358

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503HARRIS & ASSOCIATES EMPLOYEE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$482K2602025
  • HARRIS & ASSOCIATES EMPLOYEE BENEFIT PLAN$482K
    #503 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025260
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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