How big is Harris WM, LLC's plan?

Harris WM, LLC's plan reported $192K in assets and 3 participants for 2025.

Original filing (PDF)20260219084104NAL0008015921001

Harris WM, LLC

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

Form 5500-SF

FILING_RECEIVED

Harris Wealth Management 401(k) Plan

401(k) retirement plan · Harris WM, LLC's Harris Wealth Management 401(k) Plan held $192K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

Plan identifiers

Harris WM, LLC's EIN is 93-1649878.

EIN 93-1649878

Plan number 001

Plan year 2025

ACK ID 20260219084104NAL0008015921001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Harris WM, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 HARRIS WM, LLC.

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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