· 2022–2024 · DOL EFAST2

HARVEY RIVERA & ASSOCIATES, P.C. — HARVEY RIVERA & ASSOCIATES, P. C. 401(K) PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20251014104423NAL0001253379001

HARVEY RIVERA & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

HARVEY RIVERA & ASSOCIATES, P. C. 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

9

Accounts w/ balance

3

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

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

62

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

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

Plan sponsor

Name

HARVEY RIVERA & ASSOCIATES, P.C.

EIN

27-0185357all filings

Address

913 SUMMIT AVE. · JERSEY CITY, NJ · 07307

Phone

(201) 200-0733

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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