Plan Snapshot
- Plan Sponsor: The Harvest Group, LLC.
- Sponsor EIN: 205649166
- Sponsor Address: 5100 W J.B. HUNT DRIVE, ROGERS, AR, 72758
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $31.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 325 | $31.5M | $1.8M | $2.8M |
| 2023 | 270 | $22.9M | $1.6M | $2.3M |
| 2022 | 220 | $15.4M | $1.2M | $1.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HOGANTAYLOR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,377 | $6,332 | $13,045 | — | — |
| 2023 | $13,968 | $12,663 | $1,305 | — | — |
| 2022 | $13,317 | $12,667 | $650 | — | — |