LISA Keiser signed Harvey NASH, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harvey NASH, Inc.'s EIN is 94-3307138.
Download the official 2024 Form 5500 (PDF) for Harvey NASH, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harvey NASH, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $79K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $5.1M | 14.2% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $3.0M | 8.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $2.3M | 6.4% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.2M | 6.2% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.1M | 5.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.1M | 5.9% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $2.0M | 5.7% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $1.6M | 4.4% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $1.1M | 3.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.1M | 3.0% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $958K | 2.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $910K | 2.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $908K | 2.5% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $838K | 2.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $826K | 2.3% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $805K | 2.3% | |
| MS DISCOVERY R6 | Registered Investment Companies | — | — | $779K | 2.2% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $717K | 2.0% | |
| FIRST EAGLE GLOBAL FUND I | Registered Investment Companies | — | — | $698K | 2.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $649K | 1.8% | |
| COLUMBIA SMALL CAP GROWTH I3 | Registered Investment Companies | — | — | $547K | 1.5% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $528K | 1.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $522K | 1.5% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $442K | 1.2% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $431K | 1.2% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $404K | 1.1% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $366K | 1.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $298K | 0.8% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $257K | 0.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $249K | 0.7% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $106K | 0.3% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $99K | 0.3% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $98K | 0.3% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $82K | 0.2% | |
| AMERCENT INFL ADJ BD R5 | Registered Investment Companies | — | — | $77K | 0.2% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $66K | 0.2% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $60K | 0.2% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $38K | 0.1% | |
| COLUMBIA US TREASURY IDX I2 | Registered Investment Companies | — | — | $35K | <0.1% | |
| CLEARBRIDGE INTL VALUE IS | Registered Investment Companies | — | — | $25K | <0.1% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $62K |
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