Original filing (PDF)20260331111147NAL0000003586001

Harris Winfield Sarratt & Hodges, LLP

Name: Harris Winfield Sarratt & Hodges, LLP — HWSH 401(k), Form 5500 (2025)
Creator: Harris Winfield Sarratt & Hodges, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HWSH 401(k) Plan

401(k) retirement plan · Harris Winfield Sarratt & Hodges, LLP's HWSH 401(k) Plan held $635K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HARRIS WINFIELD SARRATT & HODGES, LLP

EIN

56-2144432all filings

Address

1620 HILLSBOROUGH ST STE 200 · RALEIGH, NC · 276051662

Phone

(919) 546-8788

Industry

Law Offices· Professional & Technical Services

Plan administrator