Harris Associates 401(k) match, vesting and fees
What Harris Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pricewaterhousecoopers LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Harris Associates: employer contribution per participant | $20,001 | |
| Peer median | $2,868 |
| Harris Associates: average balance | $599,070 | |
| Peer median | $95,281 |
| Harris Associates: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $193M at the end of plan year 2021 to $209M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 351 | $209M | $7M | $20,001 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 334 | $204M | $6.2M | $18,530 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 331 | $165M | $5.7M | $17,382 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 315 | $193M | $5.6M | $17,996 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Harris Associates match 401(k) contributions?
The match terms for the Harris Associates L.P. Profit Sharing and Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7M in employer contributions, about $20,001 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Harris Associates 401(k) match vested?
The vesting schedule for the Harris Associates L.P. Profit Sharing and Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Harris Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Employee Benefits Committee C/O Harris Associates L.P..
I left Harris Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Employee Benefits Committee C/O Harris Associates L.P., (312) 646-3600) or the recordkeeper, Principal Life Insurance Company. The Harris Associates old 401(k) page lists the contacts from every plan filing. Find an old Harris Associates 401(k)
Data from the public Form 5500 annual reports Harris Associates filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Harris Associates. Not financial advice. Report a correction · Methodology