Back to filter
Original filing (PDF)20260115170641NAL0032746850001
SID HARVEY INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
SID HARVEY INDUSTRIES, INC. VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
444
Accounts w/ balance
—
Plan assets (EOY)
$1K
Net assets (EOY)
$1K
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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.
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 · 11530
Phone
(516) 745-9200
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
MACIAS GINI & O'CONNOLL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Wholesale Trade plans
JASON BOWEN MECHANICAL
JASON BOWEN MECHANICAL CBS BENEFIT PLAN
$1K · 4 participants
HIGHER MAINTENANCE & SERVICES
HIGHER MAINTENANCE & SERVICES 401(K) PROFIT SHARING PLAN & TRUST
$1K · 1 participants
ZEHNDER MARKETING GROUP
ZEHNDER MARKETING GROUP
$1K · 5 participants
NORTHEASTERN RESOURCES LLC
NORTHEASTERN RESOURCES LLC CHAMBER BENEFIT ARRANGEMENT PLAN
$857 · 1 participants
MY WATER CONTROL LLC
MY WATER CONTROL LLC 401K AND PS PLAN
$803 · 1 participants
KALDEWEI USA INC.
KALDEWEI USA INC. 401(K) PROFIT SHARING PLAN AND TRUST
$789 · 3 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
