Plan Ledger DOL Form 5500 · updated monthly

Harris Group Inc.401(k)

HARRIS GROUP DEFERRED INCOME PLAN AND TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Harris Group Inc. reported $60,858 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,508 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 3 years on file its reported administrative ratio has held roughly steady near 0.22%. 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 555th-largest of 1,714 plans among Washington employers on file, and the 4,355th of 11,654 in professional & technical services. In 2024, employees put in $5.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,302,337
Participants with balances218
Active participants86
Employer contributions$215,693
Employee contributions$1,166,244
Employer contribution per active participant$2,508
Average account balance$129,827
Benefits paid to participants$2,798,581
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.3M · 218 accts · $216K emplr
2023$26.4M · 222 accts · $204K emplr
2022$23.6M · 218 accts · $180K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,038
Investment management$24,000
Trustee / custodial$9,820
Total administrative$60,858
The Harris Group Inc. 401(k) match · 2024
Employer contribution per active participant$2,508
Median for plans this size$2,416
2024$2,508 per active participant
2023$2,121 per active participant
2022$1,997 per active participant

Harris Group Inc.'s 2024 employer contribution ran above 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 · 20243
NORTHWEST PLAN SERVICES, INC. · Recordkeeping · Pension consulting$27,038
PACIFIC PORTFOLIO CONSULTING, LP · Investment advisory (plan)$24,000

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

Recordkeeper by year2
2024NWPS
2023NWPS

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Administrative cost history3
2024$60,858 · 0.22%
2023$59,451 · 0.24%
2022$58,701 · 0.23%
All plans at this employer2
HARRIS GROUP DEFERRED INCOME PLAN AND TRUST401(k)
HARRIS GROUP INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansProfessional & Technical Services · Washington
Oac Services WA$28.9M · 0.01%
Omniva LLC WA$28.7M · 0.22%
Maul Foster & Alongi, Inc. WA$28.4M · 0.01%
Sweeney Conrad, P.S. WA$28.3M · 0.10%
Lee & Hayes, P.C. WA$28.1M · 0.34%
Ahbl, Inc. WA$26.6M · 0.15%
Amperity, Inc. WA$26.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910931646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.