Julie Martin signed Harvey Tool Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harvey Tool Company, LLC's EIN is 20-8909122.
Download the official 2024 Form 5500 (PDF) for Harvey Tool Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harvey Tool Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $91K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual funds n/a | Common Collective Trusts | — | — | $6.5M | 17.9% | |
| Fidelity Advisor Freedom 2035 Z6 Mutual funds n/a | Mutual Funds | — | — | $2.5M | 7.0% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $2.4M | 6.7% | |
| Fidelity Advisor Freedom 2055 Z6 Mutual funds n/a | Mutual Funds | — | — | $2.2M | 6.2% | |
| Fidelity Advisor Freedom 2045 Z6 Mutual funds n/a | Mutual Funds | — | — | $2.1M | 5.7% | |
| Fidelity Advisor Freedom 2060 Z6 Mutual funds n/a | Mutual Funds | — | — | $1.9M | 5.3% | |
| Fidelity International Index Mutual funds n/a | Mutual Funds | — | — | $1.5M | 4.0% | |
| Fidelity Mid Cap Index Mutual funds n/a | Mutual Funds | — | — | $1.3M | 3.6% | |
| Fidelity Advisor Freedom 2030 Z6 Mutual funds n/a | Mutual Funds | — | — | $1.3M | 3.5% | |
| AMERICAN MODERATE ALLOCATION FD CL ALTA TRUST · EIN 88-1393866 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.4% | |
| Fidelity Advisor Freedom 2040 Z6 Mutual funds n/a | Mutual Funds | — | — | $1.2M | 3.3% | |
| Key Guaranteed Portfolio Fund Fixed annuities n/a | Other securities | — | — | $1.2M | 3.3% | |
| Empower International Value Institutional Mutual funds n/a | Other securities | — | — | $1.2M | 3.2% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $962K | 2.6% | |
| Fidelity Advisor Freedom 2050 Z6 Mutual funds n/a | Mutual Funds | — | — | $924K | 2.5% | |
| Fidelity Small Cap Index Mutual funds n/a | Mutual Funds | — | — | $906K | 2.5% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $802K | 2.2% | |
| Fidelity Emerging Markets Index Mutual funds n/a | Mutual Funds | — | — | $754K | 2.1% | |
| DFA Inflation Protected Securities I Mutual funds n/a | Mutual Funds | — | — | $684K | 1.9% | |
| AMERICAN AGGRESSIVE ALLOCATION FD C ALTA TRUST · EIN 88-1329967 / PN 001 | Common Collective Trust | — | — | $632K | 1.7% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $604K | 1.7% | |
| Fidelity Advisor Freedom 2025 Z6 Mutual funds n/a | Mutual Funds | — | — | $589K | 1.6% | |
| through 2032 9.50% Various n/a - | Bonds / Notes | — | — | $555K | 1.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $513K | 1.4% | |
| PGIM CORE CONSER BOND FUND CIT FEE GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $469K | 1.3% | |
| PGIM High Yield R6 Mutual funds n/a | Other securities | — | — | $444K | 1.2% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $319K | 0.9% | |
| DFA Real Estate Securities I Mutual funds n/a | Mutual Funds | — | — | $283K | 0.8% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $195K | 0.5% | |
| PGIM Global Total Return R6 Mutual funds n/a | Other securities | — | — | $141K | 0.4% | |
| AMERICAN CONSERVATIVE ALLOCATION FD ALTA TRUST · EIN 88-1370364 / PN 001 | Common Collective Trust | — | — | $81K | 0.2% | |
| Fidelity Advisor Freedom 2015 Z6 Mutual funds n/a | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Advisor Freedom Income-K6 Mutual funds n/a | Mutual Funds | — | — | $4K | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | BROKER/ADVISER | $0 | — |
