How big is Harvest Wealth Advisors LLC's plan?

Harvest Wealth Advisors LLC's plan reported $1.6M in assets and 5 participants for 2025.

Original filing (PDF)20260320074254NAL0004863201001

Harvest Wealth Advisors LLC

Name: Harvest Wealth Advisors LLC — Harvest Wealth, Form 5500 (2025)
Creator: Harvest Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harvest Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Harvest Wealth Advisors LLC's Harvest Wealth Advisors LLC 401(k) Plan held $1.6M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

David Rasch signed Harvest Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

David Rasch — 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 Wealth Advisors LLC's EIN is 46-1682991.

EIN 46-1682991

Plan number 002

Plan year 2025

ACK ID 20260320074254NAL0004863201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harvest Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harvest Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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