How big is HTR LLC's plan?

HTR LLC's plan reported $84 in assets and 9 participants for 2024.

Original filing (PDF)20250702091100NAL0013432225001

HTR LLC

Name: HTR LLC — Hill Top Winery 401(k) Plan, Form 5500 (2024)
Creator: HTR LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hill Top Winery 401(k) Plan

401(k) retirement plan · HTR LLC's Hill Top Winery 401(k) Plan held $84 in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84

Net assets (EOY)

$84

People on this filing

Shirley Horner signed HTR LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

HTR LLC's EIN is 20-8880406.

EIN 20-8880406

Plan number 001

Plan year 2024

ACK ID 20250702091100NAL0013432225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HTR LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HTR LLC

EIN

all filings

Address

30801 VALLEY CENTER ROAD · VALLEY CENTER, CA · 92082

Phone

(858) 405-9314

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

Farwell Ventures Inc.

Farwell Ventures Inc. 401(k) Plan

$86 · 3 participants

Castle Walls

Castle Walls 401(k) Plan

$86 · 16 participants

Ultimate Sports Institute & FITN

Ultimate Sports Institute & Fitness Center LLC

$87 · 9 participants

HONU Watersports LLC

HONU Watersports LLC 401(k) Plan

$88 · 40 participants

Ageless Fitness Corp.

$88 · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.