Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EVERETT HARRIS & COMPANY
EIN 95-0812696Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$44.4M assets
Welfare
0
Participants
30
801 SOUTH FIGUEROA STREET, SUITE 2050 - LOS ANGELES, CA 90017213-625-2677everettharris.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $44.4M assets / 30 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVERETT HARRIS & COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$41.0M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EVERETT HARRIS & COMPANY CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERETT HARRIS & COMPANY 401(K) PROFIT SHARING PLAN | 401k | $41.0M | 21 | 2025 | |
| 002 | EVERETT HARRIS & COMPANY CASH BALANCE PLAN | CashBalance | $3.4M | 9 | 2025 |
Retirement plans