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Original filing (PDF)20250304135634NAL0003643171001
E.J.HARRISON & SONS, INC.
Form 5500
FILING_RECEIVED
E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN
401(k) retirement plan
Active participants
246
Accounts w/ balance
254
Plan assets (EOY)
$43.0M
Net assets (EOY)
$43.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.J.HARRISON & SONS, INC..
Plan sponsor
Name
E.J.HARRISON & SONS, INC.
EIN
95-2492197
Address
P. O. BOX 4009 · VENTURA, CA · 930074009
Phone
(805) 647-1414
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-03-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PYNE, WALTRIP, DECKER & MCCOY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | NEWPORT BEACH, CA | INVESTMENT ADVISOR | $70K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTARIAL BENEFITS CORP | — | TORRANCE, CA | CONTRACT ADMIN | $15K | — |
Investments
1 pooled fund· $41.5M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $41.5M | 96.6% |
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