How big is S Harris Financial Group, LLC's plan?

S Harris Financial Group, LLC's plan reported $2.4M in assets and 8 participants for 2024.

Original filing (PDF)20250506220454NAL0009738545001

S Harris Financial Group, LLC

Name: S Harris Financial Group, LLC — S Harris Financial, Form 5500 (2024)
Creator: S Harris Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S Harris Financial Group 401(k) Plan

401(k) retirement plan · S Harris Financial Group, LLC's S Harris Financial Group 401(k) Plan held $2.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

S Harris Financial Group, LLC's EIN is 27-0939598.

EIN 27-0939598

Plan number 001

Plan year 2024

ACK ID 20250506220454NAL0009738545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S Harris Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S Harris Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S HARRIS FINANCIAL GROUP, 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

Knocking points off