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Sponsor portfolioTH

HARRIS & ASSOCIATES

EIN 94-2385238-management consulting-Latest filing 2025
Plans
3
Retirement
2
$71.1M assets
Welfare
1
$482K premiums
Participants
1,127
1401 WILLOW PASS ROAD, SUITE 500 - CONCORD, CA 945207961925-827-4900weareharris.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filings
#001401k-$49.0M - 510 part#002ESOP-$22.2M - 352 part#503Fully Insured-$482K - 260 lives

Retirement portfolio analytics

2 plans aggregated / $71.1M assets / 862 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#001)69%
  • EMPLOYEE STOCK OWNERSHIP (#002)31%
Total $71.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)510
  • EMPLOYEE STOCK OWNERSHIP (#002)352
Total 862Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY54%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA36%
  • VISION SERVICE PLAN8%
  • CLAREMONT EAP3%
Total $482K4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • RIS EMPLOYEE BENEFITS INC67%
  • BENEFITMALL33%
Total $76K2 slices

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 & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN

401k

Assets$49.0M
Participants510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$22.2M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HARRIS & ASSOCIATES EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$482K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN401k$49.0M5102024
002HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$22.2M3522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HARRIS & ASSOCIATES EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$482K2602025
Retirement plans
Welfare plans
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