How big is HTG Investment Advisors' plan?

HTG Investment Advisors' plan reported $8.1M in assets and 13 participants for 2024.

Original filing (PDF)20250613101149NAL0029955600001

HTG Investment Advisors

Name: HTG Investment Advisors — HTG Investment Advisors, Form 5500 (2024)
Creator: HTG Investment Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HTG Investment Advisors 401(k) Plan

401(k) retirement plan · HTG Investment Advisors' HTG Investment Advisors 401(k) Plan held $8.1M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

Robin Sherwood signed HTG Investment Advisors' 2024 Form 5500 as plan administrator.

Robin Sherwood — 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

HTG Investment Advisors' EIN is 22-3248147.

EIN 22-3248147

Plan number 001

Plan year 2024

ACK ID 20250613101149NAL0029955600001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HTG Investment Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score