Richard Adler signed HTA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HTA's EIN is 13-3578209.
Download the official 2024 Form 5500 (PDF) for HTA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HTA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $799 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| J P MORGAN BROKER-DEALER HOLDINGS I |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERINI & ASSOCIATES, LLP | 11-3066459 | — | PLAN AUDITOR | $15K | — |
