Original filing (PDF)20250415221057NAL0006930496084

ALLEN M. HARVEY CPA PLLC

Name: ALLEN M. HARVEY CPA PLLC — ALLEN M. HARVEY CPA 401(K) PLAN, Form 5500 (2024)
Creator: ALLEN M. HARVEY CPA PLLC

Form 5500-SF

FILING_RECEIVED

ALLEN M. HARVEY CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALLEN M. HARVEY CPA PLLC

EIN

26-4322436all filings

Address

915 BROADWAY SUITE 1209 · SUITE 1209 · NEW YORK, NY · 10010

Phone

(212) 228-8885

Industry