How big is Harvest Financial Advisors, LLC's plan?

Harvest Financial Advisors, LLC's plan reported $2.0M in assets and 15 participants for 2024.

Original filing (PDF)20250618095959NAL0002360449002

Harvest Financial Advisors, LLC

Name: Harvest Financial Advisors, LLC — Harvest Financial, Form 5500 (2024)
Creator: Harvest Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvest Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Harvest Financial Advisors, LLC's Harvest Financial Advisors, LLC 401(k) Plan held $2.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jeremy J. Schira signed Harvest Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Jeremy J. Schira — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harvest Financial Advisors, LLC's EIN is 26-0325888.

EIN 26-0325888

Plan number 001

Plan year 2024

ACK ID 20250618095959NAL0002360449002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harvest Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harvest Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVEST FINANCIAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score