Odalis Fitzpatrick signed Harvest Food Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Harvest Food Group's EIN is 36-4301004.
Download the official 2024 Form 5500 (PDF) for Harvest Food Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Harvest Food Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA - CREF Nuveen Lifecycle Index 2035 R6 Fund | Mutual Funds | — | — | $1.2M | 23.2% | |
| TIAA - CREF Nuveen Lifecycle Index 2050 R6 Fund | Mutual Funds | — | — | $926K | 18.0% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $880K | 17.1% | |
| TIAA - CREF Nuveen Lifecycle Index 2040 R6 Fund | Mutual Funds | — | — | $480K | 9.3% | |
| TIAA - CREF Nuveen Lifecycle Index 2055 R6 Fund | Mutual Funds | — | — | $365K | 7.1% | |
| TIAA - CREF Nuveen Lifecycle Index 2045 R6 Fund | Mutual Funds | — | — | $346K | 6.7% | |
| TIAA - CREF Nuveen Lifecycle Index 2030 R6 Fund | Mutual Funds | — | — | $238K | 4.6% | |
| Participant loans Interest rates from 5.25% to 10.50% - 0 - | Bonds / Notes | — | — | $172K | 3.3% | |
| TIAA - CREF Nuveen Lifecycle Index 2025 R6 Fund | Mutual Funds | — | — | $137K | 2.7% | |
| Vanguard Group Vanguard Us Growth Admiral Fund | Mutual Funds | — | — | $63K | 1.2% | |
| TIAA - CREF Nuveen Lifecycle Index 2060 R6 Fund | Mutual Funds | — | — | $45K | 0.9% | |
| Vanguard Group Vanguard Equity-Income Adm Fund | Mutual Funds | — | — | $40K | 0.8% | |
| TIAA - CREF Nuveen Lifecycle Index 2020 R6 Fund ** 60 TIAA - CREF Nuveen Lifecycle Index 2065 R6 Fund | Mutual Funds | — | — | $36K | 0.7% | |
| Vanguard Group Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $36K | 0.7% | |
| Principal Life Insurance Company Principal Diversified International Separate Account-Z | Pooled Separate Accounts | — | — | $31K | 0.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $31K | 0.6% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Vanguard Group Vanguard High-Yield Corporate Adm Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Fully Benefit-Responsive Investment Contract * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $19K | 0.4% | |
| Vanguard Group Vanguard Intermediate-Term Bond Index Admiral Fund | Mutual Funds | — | — | $15K | 0.3% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $12K | 0.2% | |
| American Century Investment Management American Century Small Cap Value R6 Fund | Mutual Funds | — | — | $12K | 0.2% | |
| Dimensional Fund Advisors Dfa Inflation Protected Securities I Fund ** 658 Dimensional Fund Advisors Dfa Us Large Company I Fund | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Group Vanguard Ftse Social Index Admiral Fund | Mutual Funds | — | — | $10K | 0.2% | |
| BlackRock Advisors, LLC. Blackrock Mid-Cap Growth Equity K Fund | Other securities | — | — | $10K | 0.2% | |
| Lord Abbett & Company Lord Abbett Developing Growth R6 Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Vanguard Group Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $5K | 0.1% |
