Back to filter
Original filing (PDF)20250903131515NAL0009091683001
FRANCIS RUSSELL HARRIS
Form 5500-SF
FILING_RECEIVED
HARRIS ENTERPRISES 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
288
Accounts w/ balance
42
Plan assets (EOY)
$452K
Net assets (EOY)
$452K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 15% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANCIS RUSSELL HARRIS.
Plan sponsor
Name
FRANCIS RUSSELL HARRIS
EIN
77-0324692
Address
2900 AIRPORT DRIVE · MADERA, CA · 93637
Phone
(559) 674-1300
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
TWENTY-TWENTY GROVES, INC.
TWENTY-TWENTY GROVES, INC. 401(K) PLAN
$453K · 16 participants
MMG AGRIBUSINESS INC
MMG AGRIBUSINESS INC 401K PLAN
$456K · 14 participants
ORCHARD DALE FRUIT COMPANY, LLC
ORCHARD DALE FRUIT CO., LLC 401(K) PLAN
$459K · 5 participants
INLAND DESERT NURSERY, INC.
IDN 401(K) PLAN
$464K · 35 participants
VANDERSTOEL FARM LLC
VANDERSTOEL FARM LLC 401(K) PROFIT SHARING PLAN AND TRUST
$467K · 7 participants
ARIZONA NUT COMPANY LLC
ARIZONA NUT COMPANY LLC 401(K) PLAN
$470K · 10 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B