How big is James Harris & Co.'s plan?

James Harris & Co.'s plan reported $14K in assets and 5 participants for 2024.

Original filing (PDF)20251014111516NAL0003762544001

James Harris & Co.

Name: James Harris & Co. — James Harris & Co. 401(k) Plan, Form 5500 (2024)
Creator: James Harris & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Harris & Co. 401(k) Plan

401(k) retirement plan · James Harris & Co.'s James Harris & Co. 401(k) Plan held $14K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan identifiers

James Harris & Co.'s EIN is 93-4091865.

EIN 93-4091865

Plan number 001

Plan year 2024

ACK ID 20251014111516NAL0003762544001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Harris & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Harris & Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Above-average plan

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