AUMdb

Harvesters 403 B Plan

Sponsored by Harvesters The Community Food Network · EIN 431208665 · Plan #002

Total assets
$6.2M
Net assets
$6.2M
Active participants
101
With balances
127

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Two West Capital Advisors Llc CRD 154543 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Two West Capital Advisors Investment advisory (participants), Investment advisory (plan), Investment management $17,921
Tiaa Teachers Insurance And Annuity Custodial (securities) $7,793
Pentegra Services, Inc. Recordkeeping, Participant loan processing, Participant communication $5,734