How big is Housing Trust Group, LLC's plan?

Housing Trust Group, LLC's plan reported $5.4M in assets and 186 participants for 2025.

Original filing (PDF)20260330104756NAL0009046801001

Housing Trust Group, LLC

Name: Housing Trust Group, LLC — Housing Trust Group, LLC, Form 5500 (2025)
Creator: Housing Trust Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Housing Trust Group, LLC 401(k) Plan

401(k) retirement plan · Housing Trust Group, LLC's Housing Trust Group, LLC 401(k) Plan held $5.4M in plan assets for 186 participants in 2025.

Signals · 1

No auditor on file

Active participants

186

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Mario Robaina signed Housing Trust Group, LLC's 2025 Form 5500 as plan administrator.

Mario Robaina — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Housing Trust Group, LLC's EIN is 20-5641453.

EIN 20-5641453

Plan number 001

Plan year 2025

ACK ID 20260330104756NAL0009046801001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Housing Trust Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Housing Trust Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSING TRUST GROUP, LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score