Harris Associates LP
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10Rank #1601 of mapped providers
Assets under administration$42.6B0.1%Market share · rank #364
Fees received$3MMedian $218,598/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Harris Associates LP plan look like?
Service mix · median fees per plan
Count of plans where Harris Associates LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 6 | $107,346 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissions; Investment advisory (plan)Code 27 | 4 | $330,381 |
Competitor overlap
Percent of Harris Associates LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Harris Associates LP.
| Sponsor | From | Assets |
|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | Boston Partners Global Investors | $29.4B |
Plans lost in 2024
Appeared last year under Harris Associates LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | Jefferies LLC | $1.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $383,780 | 1y | - |
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $715,641 | 10y | - |
TUCKPOINTER LOCAL 52 PENSION PLANIL · 366122163-001 | $410M | 2,187 | $214,692 | 10y | - |
GREAT DANE LLCIL · 364120610-005 | $298M | 6,290 | $438,257 | 10y | - |
HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.IL · 362123962-007 | $214M | 408 | $661,429 | 10y | - |
HENRY CROWN & COMPANY S LLCIL · 362123962-101 | $159M | 765 | $222,504 | 10y | - |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | $101M | 665 | $0 | 6y | 1 |
FULTON FINANCIAL CORPORATIONPA · 232195389-004 | $86M | 701 | $0 | 8y | - |
PARKER HEALTH GROUP INC.NJ · 815241497-003 | $80M | 1,072 | $22,083 | 2y | - |
STEWART & TATE, INC.PA · 231624612-002 | $28M | 314 | $0 | 6y | 1 |
Flag exposure
80.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Harris Associates LP.
- CONNY SAAB SCOTT TOMEI
- CONNY SAAB SCOTT TOMEI NEXT FINANCI
- CONNY SAAD COTT TMOEI
- HARRIS ASSOCIATED LP
- HARRIS ASSOCIATES
- HARRIS ASSOCIATES L.P.
- HARRIS ASSOCIATES LP
- HARRIS ASSOCIATES, L.P
- HARRIS ASSOCIATES, LP
- HARRIS CAPITAL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Harris Associates LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Harris Associates LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Harris Associates LP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 10.0% |
| Duane Morris LLP | 1 | 10.0% |
| Proskauer Rose LLP | 1 | 10.0% |
| Thompson Hine | 1 | 10.0% |