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  2. Harvey & Company LLC

Filings through Oct 24, 2026.

Harvey & Company LLC

EIN 33-0795092-financial services-Latest filing 2025
Plans
1
Retirement
1
$26.4M assets
Health & Benefits
0
Participants
111
5000 BIRCH STREET, SUITE 8500 - NEWPORT BEACH, CA 92660949-757-0400harveyllc.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$26.4M - 111 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HARVEY & COMPANY LLC 401(K) RETIREMENT SAVINGS PLAN

401(k)

Assets$26.4M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HARVEY & COMPANY LLC 401(K) RETIREMENT SAVINGS PLAN401(k)$26.4M1112025
  • HARVEY & COMPANY LLC 401(K) RETIREMENT SAVINGS PLAN$26.4M
    #001 · 401(k) · 2025111
Retirement plans
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