How big is Everett Harris & Company's plan?

Everett Harris & Company's plan reported $33.2M in assets and 18 participants for 2024.

Original filing (PDF)20250709101833NAL0012691458001

Everett Harris & Company

Name: Everett Harris & Company — Everett Harris & Company, Form 5500 (2024)
Creator: Everett Harris & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everett Harris & Company 401(k) Profit Sharing Plan

401(k) retirement plan · Everett Harris & Company's Everett Harris & Company 401(k) Profit Sharing Plan held $33.2M in plan assets for 18 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$33.2M

Net assets (EOY)

$33.2M

People on this filing

Milette P. Alcabao signed Everett Harris & Company's 2024 Form 5500 as plan administrator.

Milette P. Alcabao — 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

Everett Harris & Company's EIN is 95-0812696.

EIN 95-0812696

Plan number 001

Plan year 2024

ACK ID 20250709101833NAL0012691458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Everett Harris & Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 EVERETT HARRIS & COMPANY.

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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