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Original filing (PDF)20251015162406NAL0006755040001
ONEHARRIS, INC.
Form 5500
FILING_RECEIVED
HARRIS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
681
Accounts w/ balance
1,031
Plan assets (EOY)
$82.6M
Net assets (EOY)
$82.6M
How this plan invests
This plan
3 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONEHARRIS, INC..
Plan sponsor
Name
ONEHARRIS, INC.
EIN
26-2555561
Address
909 MONTREAL CIRCLE · ST. PAUL, MN · 55102
Phone
(651) 602-6500
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $108K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
29 direct securities · 3 pooled funds· $82.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$72.8M
29 holdings
Common Collective Trust
$9.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $8.0M | 9.6% | |
| Vanguard Windsor II Adm | — | — | — | $6.8M | 8.2% | |
| WILMINGTON TRUST MFS GR EQ CIT CL S WILMINGTON TRUST · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $6.3M | 7.6% | |
| Vanguard Target Retrmnt 2045 | — | — | — | $6.0M | 7.2% | |
| Vanguard Target Retrmnt 2040 | — | — | — | $5.6M | 6.8% | |
| Vanguard Target Retrmnt 2030 | — | — | — | $5.3M | 6.4% | |
| Vanguard Target Retrmnt 2050 | — | — | — | $5.2M | 6.3% | |
| Vanguard Target Retrmnt 2055 | — | — | — | $4.7M | 5.7% | |
| Vanguard Target Retrmnt 2035 | — | — | — | $4.0M | 4.9% | |
| Fidelity Intl Index | — | — | — | $2.9M | 3.5% | |
| JPMorgan Mid Cap Gr R6 | — | — | — | $2.7M | 3.3% | |
| COLUMBIA TRUST STABLE INC ADMIN 0 COLUMBIA · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $2.3M | 2.8% | |
| Vanguard Target Retrmnt 2025 | — | — | — | $2.3M | 2.8% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $2.1M | 2.5% | |
| Vanguard Target Retrmnt 2060 | — | — | — | $1.9M | 2.3% | |
| MFS New Discovery Val R6 | — | — | — | $1.8M | 2.2% | |
| T. Rowe Price T. Rowe Price Small Cap Stock I | — | — | — | $1.7M | 2.1% | |
| JPMorgan Mid Cap Val R6 | — | — | — | $1.6M | 1.9% | |
| Dodge & Cox Dodge & Cox Inc X | — | — | — | $1.4M | 1.7% | |
| Vanguard Target Retrmnt 2020 | — | — | — | $1.2M | 1.5% | |
| Fidelity Extended Market Index | — | — | — | $1.0M | 1.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $955K | 1.2% | |
| Vanguard Target Retrmnt 2065 Inv | — | — | — | $901K | 1.1% | |
| PIMCO All Asset Instl | — | — | — | $866K | 1.0% | |
| PIMCO Inc Instl | — | — | — | $854K | 1.0% | |
| Dimensional DFA Real Estate Securities I | — | — | — | $738K | 0.9% | |
| DRIEHAUS EMERGING MARKETS GROWTH CL FIS · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $736K | 0.9% | |
| Fidelity US Bd Index | — | — | — | $684K | 0.8% | |
| American Century American Century Inf-Adj Bd R6 | — | — | — | $605K | 0.7% | |
| Vanguard Target Retrmnt 2070 Inv | — | — | — | $424K | 0.5% | |
| Vanguard Target Retrmnt Inc | — | — | — | $293K | 0.4% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $145K | 0.2% |
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