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Original filing (PDF)20250814120444NAL0009587969001
HOYLE, TANNER & ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
THE HTA EMPLOYEES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
120
Accounts w/ balance
154
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOYLE, TANNER & ASSOCIATES, INC..
Plan sponsor
Name
HOYLE, TANNER & ASSOCIATES, INC.
EIN
02-0317405
Address
150 DOW STREET · MANCHESTER, NH · 031011227
Phone
(603) 669-5555
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TAWNEY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $6K | — |
Investments
31 direct securities · 1 pooled fund· $30.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$29.3M
31 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth A | — | 86,608 | — | $6.4M | 22.0% | |
| America Funds Washington Mutual | — | 60,447 | — | $3.7M | 12.7% | |
| Vanguard 500 Index | — | 4,044 | — | $2.2M | 7.5% | |
| T Rowe Price Retirement 2040 | — | 60,896 | — | $1.8M | 6.2% | |
| American Funds Income Fund of America | — | 67,842 | — | $1.7M | 5.7% | |
| American Funds Europacific Growth A | — | 26,123 | — | $1.4M | 4.8% | |
| Great Gray Trust – MetLife Group Annuity | — | 70,335 | — | $1.4M | 4.7% | |
| METLIFE STABLE VALUE FUND METLIFE INSURANCE COMPANY · EIN 13-5581829 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.7% | |
| T Rowe Price Retirement 2030 | — | 54,919 | — | $1.4M | 4.7% | |
| American Funds New Perspective | — | 21,195 | — | $1.3M | 4.5% | |
| Virtus Zevenbergen Technology | — | 19,808 | — | $1.2M | 4.2% | |
| Victory Sycamore Established Value | — | 25,320 | — | $1.2M | 4.0% | |
| Voya Intermediate Bond | — | 88,741 | — | $764K | 2.6% | |
| Macquarie Mid Cap Growth | — | 26,344 | — | $662K | 2.3% | |
| AB Small Cap Growth | — | 8,238 | — | $523K | 1.8% | |
| Vanguard Health Care Admiral | — | 6,175 | — | $475K | 1.6% | |
| T Rowe Price Retirement 2050 | — | 23,083 | — | $425K | 1.5% | |
| Vanguard Total Bond Market Index | — | 43,949 | — | $417K | 1.4% | |
| Invesco Small Cap Value | — | 17,142 | — | $403K | 1.4% | |
| T Rowe Price Retirement 2060 | — | 22,004 | — | $358K | 1.2% | |
| Vanguard FTSE Social Index Admirable | — | 4,740 | — | $267K | 0.9% | |
| Vanguard Extended Market Index | — | 1,749 | — | $252K | 0.9% | |
| Vanguard FTSE World Ex US Index Adm | — | 5,918 | — | $211K | 0.7% | |
| AB Bond Inflat Strat | — | 18,373 | — | $189K | 0.6% | |
| Victory Trivalent International Small Cap | — | 9,717 | — | $143K | 0.5% | |
| Invesco Developing Markets | — | 3,261 | — | $127K | 0.4% | |
| Columbia Select Large Cap Value | — | 3,544 | — | $117K | 0.4% | |
| Virtus Real Estate Securities | — | 3,679 | — | $69K | 0.2% | |
| Notes Receivable from participants | — | — | — | $59K | 0.2% | |
| T Rowe Price Retirement 2020 | — | 2,396 | — | $43K | 0.1% | |
| Lord Abbett Bond Debenture | — | 3,994 | — | $28K | <0.1% | |
| Pioneer US Government Money Market | — | 19,911 | — | $20K | <0.1% |