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Home/Plans/Bob Harris Insurance

Original filing (PDF)20260508160918NAL0003961361001

Bob Harris Insurance

Form 5500-SF

FILING_RECEIVED

Bob Harris Insurance 401(k) Plan & Trust

401(k) retirement plan · Bob Harris Insurance's Bob Harris Insurance 401(k) Plan & Trust held $1.2M in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Bob Harris Insurance's EIN is 47-5070985.

EIN 47-5070985

Plan number 001

Plan year 2025

ACK ID 20260508160918NAL0003961361001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bob Harris Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bob Harris Insurance's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

BOB HARRIS INSURANCE

EIN

Address

1200 MT. DIABLO BLVD # 103 · WALNUT CREEK, CA · 94596

Phone

(925) 284-3808

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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