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Original filing (PDF)20250912142022NAL0001366448001
THE HARVEST GROUP, LLC.
Form 5500
FILING_RECEIVED
THE HARVEST GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
325
Accounts w/ balance
381
Plan assets (EOY)
$31.5M
Net assets (EOY)
$31.5M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HARVEST GROUP, LLC..
Plan sponsor
Name
THE HARVEST GROUP, LLC.
EIN
20-5649166
Address
5100 W J.B. HUNT DRIVE · SUITE 720 · ROGERS, AR · 72758
Phone
(479) 403-2189
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $13K | — |
| APTUS FINANCIAL | 45-5430473 | — | NONE | $6K | — |
Investments
24 direct securities· $31.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $5.8M | 18.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $4.8M | 15.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.4M | 11.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $3.1M | 10.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.7M | 8.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.6M | 8.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.8M | 5.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.7M | 5.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.3M | 4.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $1.1M | 3.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $650K | 2.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $575K | 1.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $467K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $331K | 1.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $260K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $257K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $238K | 0.8% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $152K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $84K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $47K | 0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $14K | <0.1% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $3K | <0.1% |
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