Plan Ledger DOL Form 5500 · updated monthly

Harris & Associates401(k)

HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN · CONCORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Harris & Associates reported $14,205 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,936 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,792nd-largest of 9,483 plans among California employers on file, and the 2,808th of 11,654 in professional & technical services. In 2024, employees put in $5.32 for every $1.00 the employer contributed; active participation has grown from 242 to 304 since 2022.

Plan summary
Net assets, end of year$48,974,615
Participants with balances483
Active participants304
Employer contributions$588,658
Employee contributions$3,132,720
Employer contribution per active participant$1,936
Average account balance$101,397
Benefits paid to participants$6,005,321
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.0M · 483 accts · $589K emplr
2023$42.2M · 458 accts
2022$34.5M · 430 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,218
Investment management$10,987
Total administrative$14,205
The Harris & Associates 401(k) match · 2024
Employer contribution per active participant$1,936
Median for plans this size$2,416

Harris & Associates's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,987
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,256

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$14,205 · 0.03%
2023$11,772 · 0.03%
2022$19,864 · 0.05%
All plans at this employer2
HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN401(k)
HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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E-Times Corporation CA$49.7M · 0.24%
Aevex Aerospace, LLC CA$49.7M · 0.26%
Datastax, Inc. CA$49.1M · 0.12%
Openx Technologies, Inc. CA$48.6M · 0.07%
Arlo Technologies, Inc. CA$48.4M · 0.14%
Turo Inc. CA$47.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942385238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.