The Harvest Group 401(k) Plan
Sponsored by The Harvest Group, Llc. · EIN 205649166 · Plan #001
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 325
- With balances
- 381
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aptus Financial Llc CRD 280033 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $13,045 |
| Aptus Financial | Investment advisory (plan), Direct payment from the plan | $6,332 |