How big is Harvest CFO, LLC's plan?

Harvest CFO, LLC's plan reported $326K in assets and 1 participants for 2024.

Original filing (PDF)20250623094432NAL0008984400001

Harvest CFO, LLC

Name: Harvest CFO, LLC — Harvest CFO, LLC 401(k) Profit, Form 5500 (2024)
Creator: Harvest CFO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvest CFO, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Harvest CFO, LLC's Harvest CFO, LLC 401(k) Profit Sharing Plan held $326K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$326K

Net assets (EOY)

$326K

People on this filing

Donald Hillier signed Harvest CFO, LLC's 2024 Form 5500 as plan administrator.

Donald Hillier — 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 CFO, LLC's EIN is 45-3077957.

EIN 45-3077957

Plan number 001

Plan year 2024

ACK ID 20250623094432NAL0008984400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Harvest CFO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

HARVEST CFO, LLC

EIN

all filings

Address

1370 GULF BLVD. SUITE #802 · CLEARWATER, FL · 33767

Phone

(216) 609-3033

Industry

Admin Support & Waste Mgmt

Plan administrator