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Original filing (PDF)20251015092918NAL0002169795001
EVI INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
EVI INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
716
Accounts w/ balance
409
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.5M
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 (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVI INDUSTRIES, INC..
Plan sponsor
Name
EVI INDUSTRIES, INC.
EIN
11-2014231
Address
290 NE 68TH STREET · MIAMI, FL · 33138
Phone
(305) 754-8676
Industry
Wholesale Tradesee 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
2025-10-15
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)
Auditor
LERROSARBEY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $5.8M | 15.4% | |
| Vanguard Growth Index Fund | — | — | — | $4.1M | 10.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $4.0M | 10.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.5M | 6.7% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $2.3M | 6.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.3M | 6.0% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.2M | 5.9% | |
| Vanguard Value Index Fund | — | — | — | $1.7M | 4.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 3.7% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $1.4M | 3.7% | |
| Vanguard Total International Stock Index | — | — | — | $1.2M | 3.2% | |
| Fund Vanguard Mid-Cap Growth Index Fund | — | — | — | $1.1M | 2.8% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $867K | 2.3% | |
| Prudential Total Return Bond Fund | — | — | — | $657K | 1.7% | |
| Participant Loans Interest rates range from 4.25% to 9.5% | — | — | — | $644K | 1.7% | |
| Wells Fargo Wells Fargo Advantage Core Bond Fund | — | — | — | $636K | 1.7% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $524K | 1.4% | |
| Vanguard Short Term Bond Index Fund | — | — | — | $486K | 1.3% | |
| PIMCO Income Fund | — | — | — | $442K | 1.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $431K | 1.1% | |
| Cohen & Steers Cohen & Steers Global Infrastructure Fund | — | — | — | $402K | 1.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $370K | 1.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $341K | 0.9% | |
| Vanguard Target Retirement Income Fund | — | — | — | $248K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $154K | 0.4% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $137K | 0.4% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio | — | — | — | $73K | 0.2% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $63K | 0.2% | |
| Fidelity Investments Fidelity Emerging Markets Fund | — | — | — | $62K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $59K | 0.2% | |
| Fidelity Investments Cash, non-interest bearing | — | — | — | $49K | 0.1% | |
| Vanguard Inflation-Protected Fund | — | — | — | $46K | 0.1% | |
| Vanguard High-Yield Corporate Fund | — | — | — | $44K | 0.1% | |
| PIMCO Emerging Markets Bond Fund | — | — | — | $30K | <0.1% | |
| VanEck Van Eck Commodity Index Fund | — | — | — | $11K | <0.1% | |
| Vanguard Balanced Index Fund | — | — | — | $9K | <0.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $9K | <0.1% | |
| PIMCO Short-Term Fund | — | — | — | $8K | <0.1% |
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