How big is Harvey Wealth Management LLC's plan?

Harvey Wealth Management LLC's plan reported $241K in assets and 4 participants for 2023.

Original filing (PDF)20240517220119NAL0044434289092

Harvey Wealth Management LLC

Name: Harvey Wealth Management LLC — Harvey Wealth, Form 5500 (2023)
Creator: Harvey Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvey Wealth Management 401(k) Plan

401(k) retirement plan · Harvey Wealth Management LLC's Harvey Wealth Management 401(k) Plan held $241K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

QIAN LIU signed Harvey Wealth Management LLC's 2023 Form 5500 as plan administrator.

QIAN LIU — 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 Wealth Management LLC's EIN is 26-0893954.

EIN 26-0893954

Plan number 002

Plan year 2023

ACK ID 20240517220119NAL0044434289092

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Harvey Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Harvey Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVEY WEALTH MANAGEMENT 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

HARVEY WEALTH MANAGEMENT LLC

EIN

all filings

Address

445 DOLLEY MADISON ROAD, STE 110 · GREENSBORO, NC · 27410

Phone

(336) 288-9000

Industry

Finance & Insurance

Plan administrator