How big is Harris & Dickey, LLC's plan?

Harris & Dickey, LLC's plan reported $2.2M in assets and 7 participants for 2024.

Original filing (PDF)20250515101320NAL0013352371001

Harris & Dickey, LLC

Name: Harris & Dickey, LLC — Harris & Dickey, LLC 401(k), Form 5500 (2024)
Creator: Harris & Dickey, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harris & Dickey, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Harris & Dickey, LLC's Harris & Dickey, LLC 401(k) Profit Sharing Plan and Trust held $2.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Kelly Harris signed Harris & Dickey, LLC's 2024 Form 5500 as plan administrator.

Kelly Harris — 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 & Dickey, LLC's EIN is 27-2223411.

EIN 27-2223411

Plan number 001

Plan year 2024

ACK ID 20250515101320NAL0013352371001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Harris & Dickey, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 & DICKEY, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

HARRIS & DICKEY, LLC

EIN

all filings

Address

4116 EDITH COURT · DALLAS, TX · 75220

Phone

(972) 672-7597

Industry

Professional & Technical Services

Plan administrator