How big is Harrell and Associates, Inc.'s plan?

Harrell and Associates, Inc.'s plan reported $594 in assets and 4 participants for 2025.

Original filing (PDF)20260506220532NAL0002420961095

Harrell and Associates, Inc.

Name: Harrell and Associates, Inc. — Harrell and, Form 5500 (2025)
Creator: Harrell and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harrell and Associates, Inc. 401(k) Plan

401(k) retirement plan · Harrell and Associates, Inc.'s Harrell and Associates, Inc. 401(k) Plan held $594 in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$594

Net assets (EOY)

$594

Plan identifiers

Harrell and Associates, Inc.'s EIN is 20-1722373.

EIN 20-1722373

Plan number 001

Plan year 2025

ACK ID 20260506220532NAL0002420961095

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harrell and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harrell and Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score