Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HARVEY PARTNERS LLC
EIN 20-3760303financial servicesLatest filing 2025
Plans
3
Retirement
3
$5.5M assets
Welfare
0
Participants
16
120 WHITE PLAINS RD SUITE 430 - TARRYTOWN, NY 10591212-782-3740harveypartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.5M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST
ProfitSharing
Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HARVEY PARTNERS LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HARVEY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$28K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARVEY PARTNERS LLC INCENTIVE SAVINGS PLAN AND TRUST | ProfitSharing | $3.2M | 8 | 2024 | |
| 003 | HARVEY PARTNERS LLC CASH BALANCE PENSION PLAN | CashBalance | $2.3M | 3 | 2024 | |
| 002 | HARVEY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $28K | 5 | 2025 |
Retirement plans