Defined-benefit pension plan · Harvest Wealth Advisors, LLC's Harvest Wealth Advisors, LLC Cash Balance Plan held $3.9M in plan assets for 5 participants in 2024.
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVEST WEALTH ADVISORS, LLC.
