Back to filter
Original filing (PDF)20250620141248NAL0002331587001
HARRELLS, INC.
Form 5500
FILING_RECEIVED
HARRELL'S EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
82% in single holdingNo recordkeeper disclosed
Active participants
463
Accounts w/ balance
499
Plan assets (EOY)
$184.9M
Net assets (EOY)
$60.3M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Harrell's, Inc." is 82% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARRELLS, INC..
Plan sponsor
Name
HARRELLS, INC.
EIN
32-0506573
Address
5105 NEW TAMPA HIGHWAY · LAKELAND, FL · 33815
Phone
(863) 680-2003
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $184.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harrell's, Inc. | — | 8,200,000 | — | $151.6M | 82.0% | |
| Harrell's, Inc. | — | 1,800,000 | — | $33.3M | 18.0% |
Related plans
Similar-size Manufacturing plans
PCS ADMINISTRATION USA, INC. C/O NUTRIEN, LTD.
PCS 401(K) RETIREMENT PLAN
$184.1M · 920 participants
CF INDUSTRIES HOLDINGS, INC.
CF INDUSTRIES HOLDINGS, INC. PENSION PLAN
$173.0M · 1,705 participants
CHEMTRADE LOGISTICS, U.S. INC.
CHEMTRADE 401(K) PLAN
$168.0M · 757 participants
KEMIN WORLDWIDE HOLDINGS, INC.
KEMIN WORLDWIDE HOLDINGS, INC. SAVINGS PLAN
$157.9M · 915 participants
DAKOTA GASIFICATION COMPANY
DAKOTA GASIFICATION COMPANY 401(K) PLAN
$221.9M · 525 participants
BALCHEM CORPORATION
BALCHEM CORPORATION 401(K) PLAN
$141.8M · 1,021 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants