· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HARVEY A. YOUNG ENTERPRISES, INC. — HARVEY A. YOUNG ENTERPRISES INC.PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250602173628NAL0010250145001
HARVEY A. YOUNG ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
HARVEY A. YOUNG ENTERPRISES INC.PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
11
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HARVEY A. YOUNG ENTERPRISES, INC.
.
Find decision makers
Plan sponsor
Name
HARVEY A. YOUNG ENTERPRISES, INC.
EIN
04-2604315
Address
6 BROAD STREET · P.O. BOX 1229 · NANTUCKET, MA · 02554
Phone
(508) 228-1151
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
BARIO-NEAL, LLC
BARIO-NEAL 401(K) PLAN
$1.2M · 17 participants
ALL AMERICAN BARRICADES CORP
ALL AMERICAN BARRICADES 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 82 participants
NEW ERA LOGISTICS INC
NEW ERA LOGISTICS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 19 participants
RMN EQUIPMENT LEASING, LLC
RMN EQUIPMENT LEASING, LLC DEFINED BENEFIT PLAN
$1.1M · 4 participants
COURTNEY LEASING, INC.
COURTNEY LEASING, INC. CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.2M · 8 participants
PREMIER LEASING, INC.
PREMIER LEASING, INC. 401(K) PLAN
$1.1M · 11 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
