Original filing (PDF)20250204091617NAL0007893825001

The Harvest Group Wealth Management, LLC

Name: The Harvest Group Wealth Management, LLC — Form 5500 Plan 001 (2024)
Creator: The Harvest Group Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Harvest Group 401(k) Plan

401(k) retirement plan · The Harvest Group Wealth Management, LLC's The Harvest Group 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Roberta Ambrosi signed The Harvest Group Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Roberta Ambrosi — 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

The Harvest Group Wealth Management, LLC's EIN is 81-4014908.

EIN 81-4014908

Plan number 001

Plan year 2024

ACK ID 20250204091617NAL0007893825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Harvest Group Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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