How big is EVI Industries, Inc.'s plan?

EVI Industries, Inc.'s plan reported $37.6M in assets and 716 participants for 2024.

Original filing (PDF)20251015092918NAL0002169795001

EVI Industries, Inc.

Name: EVI Industries, Inc. — EVI Industries, Inc. 401(k), Form 5500 (2024)
Creator: EVI Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

EVI Industries, Inc. 401(k) Plan

401(k) retirement plan · EVI Industries, Inc.'s EVI Industries, Inc. 401(k) Plan held $37.6M in plan assets for 716 participants in 2024.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

716

Accounts w/ balance

409

Plan assets (EOY)

$37.6M

Net assets (EOY)

$37.5M

People on this filing

Robert Lazar signed EVI Industries, Inc.'s 2024 Form 5500 as plan administrator.

Robert Lazar — 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

EVI Industries, Inc.'s EIN is 11-2014231.

EIN 11-2014231

Plan number 001

Plan year 2024

ACK ID 20251015092918NAL0002169795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EVI Industries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EVI Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 402K (12% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Plan sponsor

Name

EVI INDUSTRIES, INC.

EIN

all filings

Address

290 NE 68TH STREET · MIAMI, FL · 33138

Phone

(305) 754-8676

Industry

Wholesale Trade

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
INGHAM & COMPANY	65-0170152	—	NA	$77K	—
NATIONAL FINANCIAL SERVICES	04-3523567	—	NA	$16K	—
FIDELITY TRUST	58-1428634	—	NONE	$9K	—

Investments

38 direct securities· $36.7M(98% of reported assets)

Mutual Funds

$18.2M

21 holdings

Common Collective Trusts

$16.2M

13 holdings

Other securities

$1.7M

3 holdings

Bonds / Notes

$644K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.8M	15.4%
Vanguard Growth Index Fund	Common Collective Trusts	—	—	$4.1M	10.9%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$4.0M	10.7%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$2.5M	6.7%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$2.3M	6.0%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$2.3M	6.0%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$2.2M	5.9%
Vanguard Value Index Fund	Common Collective Trusts	—	—	$1.7M	4.5%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$1.4M	3.7%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$1.4M	3.7%
Vanguard Total International Stock Index	Mutual Funds	—	—	$1.2M	3.2%
Fund Vanguard Mid-Cap Growth Index Fund	Common Collective Trusts	—	—	$1.1M	2.8%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$867K	2.3%
Prudential Total Return Bond Fund	Other securities	—	—	$657K	1.7%
Participant Loans Interest rates range from 4.25% to 9.5%	Bonds / Notes	—	—	$644K	1.7%
Wells Fargo Wells Fargo Advantage Core Bond Fund	Other securities	—	—	$636K	1.7%
Vanguard Small Cap Value Index Fund	Common Collective Trusts	—	—	$524K	1.4%
Vanguard Short Term Bond Index Fund	Common Collective Trusts	—	—	$486K	1.3%
PIMCO Income Fund	Mutual Funds	—	—	$442K	1.2%
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$431K	1.1%
Cohen & Steers Cohen & Steers Global Infrastructure Fund	Other securities	—	—	$402K	1.1%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$370K	1.0%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$341K	0.9%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$248K	0.7%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$154K	0.4%
Vanguard Small Cap Growth Index Fund	Common Collective Trusts	—	—	$137K	0.4%
Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio	Mutual Funds	—	—	$73K	0.2%
Vanguard Mid Cap Value Index Fund	Common Collective Trusts	—	—	$63K	0.2%
Fidelity Investments Fidelity Emerging Markets Fund	Mutual Funds	—	—	$62K	0.2%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$59K	0.2%
Fidelity Investments Cash, non-interest bearing	Mutual Funds	—	—	$49K	0.1%
Vanguard Inflation-Protected Fund	Mutual Funds	—	—	$46K	0.1%
Vanguard High-Yield Corporate Fund	Mutual Funds	—	—	$44K	0.1%
PIMCO Emerging Markets Bond Fund	Mutual Funds	—	—	$30K	<0.1%
VanEck Van Eck Commodity Index Fund	Common Collective Trusts	—	—	$11K	<0.1%
Vanguard Balanced Index Fund	Common Collective Trusts	—	—	$9K	<0.1%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$9K	<0.1%
PIMCO Short-Term Fund	Mutual Funds	—	—	$8K	<0.1%