How big is Harris Preston & Partners, LLC's plan?

Harris Preston & Partners, LLC's plan reported $2.1M in assets and 14 participants for 2025.

Original filing (PDF)20260415105429NAL0011724499001

Harris Preston & Partners, LLC

Name: Harris Preston & Partners, LLC — Harris Preston &, Form 5500 (2025)
Creator: Harris Preston & Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harris Preston & Partners LLC 401(k) Plan

401(k) retirement plan · Harris Preston & Partners, LLC's Harris Preston & Partners LLC 401(k) Plan held $2.1M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Tonya Green signed Harris Preston & Partners, LLC's 2025 Form 5500 as plan administrator.

Tonya Green — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harris Preston & Partners, LLC's EIN is 20-4147461.

EIN 20-4147461

Plan number 001

Plan year 2025

ACK ID 20260415105429NAL0011724499001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harris Preston & Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harris Preston & Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRIS PRESTON & PARTNERS, LLC.

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Plan health score

Top-tier plan health

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