How big is Harris Private Wealth's plan?

Harris Private Wealth's plan reported $2.0M in assets and 5 participants for 2025.

Original filing (PDF)20260522104854NAL0004000304001

Harris Private Wealth

Name: Harris Private Wealth — Harris Private Wealth 401(k), Form 5500 (2025)
Creator: Harris Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harris Private Wealth 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Harris Private Wealth's Harris Private Wealth 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Steve Harris signed Harris Private Wealth's 2025 Form 5500 as plan administrator.

Steve 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 Private Wealth's EIN is 83-1986845.

EIN 83-1986845

Plan number 001

Plan year 2025

ACK ID 20260522104854NAL0004000304001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Harris Private Wealth's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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