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Sponsor portfolio

TOP HARVEST CAPITAL, LLC

EIN 86-2674086-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
1425 VALPARAISO AVE. - MENLO PARK, CA 94025650-861-6668
Plans on this EIN
2 filings
#002TraditionalDB-$1.2M - 2 part#001401k-$438K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PLAN & TRUST (#002)74%
  • PLAN & TRUST (#001)26%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)2
  • PLAN & TRUST (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TOP HARVEST CAPITAL, LLC DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TOP HARVEST CAPITAL, LLC 401(K) PLAN & TRUST

401k

Assets$438K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TOP HARVEST CAPITAL, LLC DEFINED BENEFIT PLAN & TRUSTTraditionalDB$1.2M22025
001TOP HARVEST CAPITAL, LLC 401(K) PLAN & TRUST401k$438K22025
Retirement plans
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