HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 1401 WILLOW PASS ROAD,,CONCORD,CA
  • Contact person: PRESTON HATCH
  • Phone: (925) 827-4900

Plan General Information

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is $20,748,581.00.This plan was established in 1992.

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is 330

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is $62,874.00

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is approximately $3,333.00
Investing in this additonal $3,333.00 for 20 years would give you extra $213,333.00, assuming a 10% annual return.

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is 0.38%.

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is 3.59%. This measures the effectiveness of the plan participants' investments in the year.

HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HARRIS & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is 0.02%.

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