Harvest Point Inc. DBA Harvest Point Wealth Management
Form 5500-SF
FILING_RECEIVED
Harvest Point Retirement Plan
401(k) retirement plan · Harvest Point Inc. DBA Harvest Point Wealth Management's Harvest Point Retirement Plan held $277K in plan assets for 8 participants in 2024.
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$277K
Net assets (EOY)
$277K
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
74
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVEST POINT INC. DBA HARVEST POINT WEALTH MANAGEMENT.
Plan sponsor
Name
HARVEST POINT INC. DBA HARVEST POINT WEALTH MANAGEMENT
