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Original filing (PDF)20251014130828NAL0006086258001
SID HARVEY INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
SID HARVEY INDUSTRIES' 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
600
Accounts w/ balance
684
Plan assets (EOY)
$49.0M
Net assets (EOY)
$49.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SID HARVEY INDUSTRIES, INC..
Plan sponsor
Name
SID HARVEY INDUSTRIES, INC.
EIN
11-2233773
Address
605 LOCUST STREET · GARDEN CITY, NY · 115306552
Phone
(516) 745-9200
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MACIAS GINI & O'CONNOLL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS LLC | — | DENVER, CO | NONE | $6K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $3K | — |
Investments
23 direct securities · 1 pooled fund· $47.4M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$43.5M
23 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price New Horizons Fund, | — | — | — | $6.1M | 12.4% | |
| American Century Disciplined Core Valie Fund R5 Class, | — | — | — | $4.4M | 8.9% | |
| T. Rowe Price Reitrement 2040 Fund, | — | — | — | $4.3M | 8.8% | |
| T. Rowe Price Mid-Cap Growth Fund, | — | — | — | $4.3M | 8.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.9M | 8.0% | |
| T. Rowe Price Science & Technology Fund, | — | — | — | $3.7M | 7.6% | |
| Fidelity Blue Chip Growth Fund | — | — | — | $3.5M | 7.1% | |
| T. Rowe Price Reitrement 2030 Fund, | — | — | — | $3.3M | 6.8% | |
| DoubleLine Total Return Bond I Fund, | — | — | — | $2.1M | 4.2% | |
| Pimco Income Fund Class I-2, | — | — | — | $2.0M | 4.0% | |
| American Balanced Fund, | — | — | — | $1.9M | 3.8% | |
| T. Rowe Price Reitrement 2020 Fund, | — | — | — | $1.4M | 3.0% | |
| Victory Sycamore Established Valeue Fund Class I | — | — | — | $1.1M | 2.2% | |
| T. Rowe Price Equity Index Fund 500, | — | — | — | $1.0M | 2.1% | |
| T. Rowe Price Reitrement 2035 Fund, | — | — | — | $705K | 1.4% | |
| T. Rowe Price Reitrement 2055 Fund, | — | — | — | $664K | 1.4% | |
| T. Rowe Price Reitrement 2025 Fund, | — | — | — | $626K | 1.3% | |
| T. Rowe Price Reitrement 2050 Fund, | — | — | — | $612K | 1.2% | |
| T. Rowe Price Reitrement 2060 Fund, | — | — | — | $541K | 1.1% | |
| T. Rowe Price Reitrement 2045 Fund, | — | — | — | $443K | 0.9% | |
| Pimco Foreign Bond USD Hedged Fund, | — | — | — | $358K | 0.7% | |
| T. Rowe Price Retirement Balanced Inventory Fund, | — | — | — | $316K | 0.6% | |
| T. Rowe Price Government Money Fund, | — | — | — | $134K | 0.3% | |
| T. Rowe Price Reitrement 2065 Fund, | — | — | — | $67K | 0.1% |
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