Back to filter
Original filing (PDF)20250910095458NAL0035325504001
HARVEST RESTAURANT GROUP LLC
Form 5500
FILING_RECEIVED
HARVEST RESTAURANT GROUP MEDICAL PLAN
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARVEST RESTAURANT GROUP LLC.
Plan sponsor
Name
HARVEST RESTAURANT GROUP LLC
EIN
27-2190402
Address
2230 ROUTE 10 · MORRIS PLAINS, NJ · 07950
Phone
(973) 656-1881
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-09-10
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA BEHAVIORAL HEALTH, LLC | — | HARTFORD, CT | PLAN ADMINISTRATOR | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using AETNA BEHAVIORAL HEALTH, LLC
KPMG LLP
KPMG LLP HEALTH PLANS
$74.3M · 27,540 participants
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY
IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST
$62.6M · 3,615 participants
LINCOLN NATIONAL CORPORATION C/O HEALTH & WELFARE BENEFITS
LINCOLN NATIONAL CORPORATION EMPLOYEES LIFE, HEALTH & ACCIDENT PLAN
$13.7M · 9,767 participants
WORKSMART SYSTEMS, INC.
WORKSMART SYSTEMS, INC. HEALTH BENEFITS PLAN
$4.8M · 9,687 participants
FIRST NATIONAL OF NEBRASKA, INC.
FIRST NATIONAL OF NEBRASKA, INC. WELFARE BENEFIT PLAN
$1.7M · 4,552 participants
FAUST DISTRIBUTING CO. INC.
FAUST DISTRIBUTING CO. EMPLOYEE BENEFIT PLAN
$587K · 365 participants
Similar-size Accommodation & Food Services plans
FSM VENTURE 95 LLC
FSM VENTURE 95 LLC - 401K PLAN
$0
STRAY KITTENS AND CATS, INC.
STEAK N SHAKE 401(K) PLAN
$0
THE SHOP RESTAURANT LLC
THE SHOP RESTAURANT LLC 401K PLAN
$0
VADA INC
VADA INC 401(K) PROFIT SHARING PLAN & TRUST
$0
BESSE FOOD LLC
BESSE FOOD LLC 401(K) PLAN
$0
OKIE CHICKEN DBA DAVE'S HOT CHICKEN
OKIE CHICKEN DBA DAVE'S HOT CHICKEN 401(K) PLAN
$0
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants