HARVEY & COMPANY LLC 401(K) RETIREMENT SAVINGS PLAN

[ EIN: 33-0795092 | Plan No. 001 ]

The HARVEY & COMPANY LLC 401(K) RETIREMENT SAVINGS PLAN plan, sponsored by HARVEY & COMPANY LLC, is listed in Form 5500 data as a 401(k) plan. The filing reports 109 participants and total assets of $21,104,064 for plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: HARVEY & COMPANY LLC

Location: 5000 BIRCH STREET, NEWPORT BEACH, CA 92660

EIN: 330795092

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 109

Total Assets: $21,104,064

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