How big is HTAA Holdings LLC's plan?

HTAA Holdings LLC's plan reported $2.8M in assets and 10 participants for 2024.

Original filing (PDF)20250702102856NAL0013507121001

HTAA Holdings LLC

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

Form 5500-SF

FILING_RECEIVED

HTAA Holdings LLC, 401(k) Plan

401(k) retirement plan · HTAA Holdings LLC's HTAA Holdings LLC, 401(k) Plan held $2.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Robert Puckett signed HTAA Holdings LLC's 2024 Form 5500 as plan administrator.

Robert Puckett — 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

HTAA Holdings LLC's EIN is 46-3375948.

EIN 46-3375948

Plan number 001

Plan year 2024

ACK ID 20250702102856NAL0013507121001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

HTAA HOLDINGS LLC

EIN

all filings

Address

141 WEST JACKSON BOULEVARD · SUITE 1650 · CHICAGO, IL · 60604

Phone

(312) 356-4421

Industry

Finance & Insurance

Plan administrator