Original filing (PDF)20240923094325NAL0020124560001

Harvard Jolly, Inc.

Name: Harvard Jolly, Inc. — Harvard Jolly, Inc. 401(k), Form 5500 (2023)
Creator: Harvard Jolly, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvard Jolly, Inc. 401(k) Plan

401(k) retirement plan · Harvard Jolly, Inc.'s Harvard Jolly, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Carrianne Soriano signed Harvard Jolly, Inc.'s 2023 Form 5500 as plan administrator.

Carrianne Soriano — 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

Harvard Jolly, Inc.'s EIN is 59-1430579.

EIN 59-1430579

Plan number 001

Plan year 2023

ACK ID 20240923094325NAL0020124560001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Harvard Jolly, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Harvard Jolly, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVARD JOLLY, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score