How big is HTBA, US' plan?

HTBA, US' plan reported $421K in assets and 10 participants for 2024.

Original filing (PDF)20250619101455NAL0007605154002

HTBA, US

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

Form 5500-SF

FILING_RECEIVED

HTBA, US 401(k) Plan

401(k) retirement plan · HTBA, US' HTBA, US 401(k) Plan held $421K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

Jeremy J. Schira signed HTBA, US' 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

HTBA, US' EIN is 87-0899242.

EIN 87-0899242

Plan number 001

Plan year 2024

ACK ID 20250619101455NAL0007605154002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HTBA, US' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

HTBA, US

EIN

all filings

Address

9878 WINDISCH ROAD · WEST CHESTER, OH · 45069

Phone

(513) 538-3797

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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