How big is Harvey Partners LLC's plan?

Harvey Partners LLC's plan reported $3.2M in assets and 5 participants for 2024.

Original filing (PDF)20251014090701NAL0002376833002

Harvey Partners LLC

Name: Harvey Partners LLC — Harvey Partners LLC Incentive, Form 5500 (2024)
Creator: Harvey Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvey Partners LLC Incentive Savings Plan and Trust

Defined-contribution retirement plan · Harvey Partners LLC's Harvey Partners LLC Incentive Savings Plan and Trust held $3.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Anthony Cimini signed Harvey Partners LLC's 2024 Form 5500 as plan administrator.

Anthony Cimini — 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

Harvey Partners LLC's EIN is 20-3760303.

EIN 20-3760303

Plan number 001

Plan year 2024

ACK ID 20251014090701NAL0002376833002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harvey Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harvey Partners LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVEY PARTNERS LLC.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

HARVEY PARTNERS LLC

EIN

all filings

Address

120 WHITE PLAINS RD · SUITE 430 · TARRYTOWN, NY · 10591

Phone

(212) 782-3740

Industry

Finance & Insurance

Plan administrator