P 401(k) Plan Report

Stable plan record

HARRIS PRIVATE WEALTH 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by HARRIS PRIVATE WEALTH · EIN/PN 831986845-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,851
Administrative cost per participant
2025
$75
Active participants
2025
5
Total plan assets
2025
$1,962,574
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260522104854NAL00040003040015$4,851
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.