Original filing (PDF)20251009135825NAL0015698162001

HARRIS FINANCIAL ADVISORS, LLC

Name: HARRIS FINANCIAL ADVISORS, LLC — HFA 401(K) PLAN, Form 5500 (2024)
Creator: HARRIS FINANCIAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

HFA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$982K

Net assets (EOY)

$981K

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 average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HARRIS FINANCIAL ADVISORS, LLC

EIN

82-1534595all filings

Address

1739 S. JADE WAY, SUITE 100 · MERIDIAN, ID · 83642

Phone

(208) 342-1670

Industry

Finance & Insurancesee 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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2R · Participant-directed brokerage (SDBA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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