Wendi Newton signed HTA Plumbing & Mechanical Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HTA Plumbing & Mechanical Inc.'s EIN is 88-0420295.
Download the official 2024 Form 5500 (PDF) for HTA Plumbing & Mechanical Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HTA Plumbing & Mechanical Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE | 36-6071399 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN FIDUCIARY SERVICES | 82-3719843 | — | TPA | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 921 | Pooled Separate Account | — | — | $459K | 26.6% | |
| FLEXPATH INDEX MODERATE 2035 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 919 | Pooled Separate Account | — | — | $441K | 25.6% | |
| FLEXPATH INDEX MODERATE RETIRE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 917 | Pooled Separate Account | — | — | $381K | 22.1% | |
| FLEXPATH INDEX MODERATE 2045 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 920 | Pooled Separate Account | — | — | $342K | 19.8% | |
| Various Participant loans receivable (interest rates ranging from 10% to 10.5% | Bonds / Notes | — | — | $18K | 1.1% | |
| SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 227 | Pooled Separate Account | — | — | $17K | 1.0% | |
| WILMINGTON/PUTNAM EQUITY INC LRG CA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 215 | Pooled Separate Account | — | — | $13K | 0.8% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $10K | 0.6% | |
| CLEARBRIDGE LARGE CAP GROWTH RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 214 | Pooled Separate Account | — | — | $7K | 0.4% | |
| FLEXPATH INDEX AGGRESS RETIRE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 922 | Pooled Separate Account | — | — | $7K | 0.4% | |
| FLEXPATH INDEX AGGRESS 2055 RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 925 | Pooled Separate Account | — | — | $6K | 0.4% | |
| SMALL CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 226 | Pooled Separate Account | — | — | $6K | 0.3% | |
| Total Insurance Contracts Transamerica Stable Value Advantage Account | Stable Value | — | — | $5K | 0.3% | |
| BLACKROCK US DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $3K | 0.2% | |
| FLEXPATH INDEX CONSERV 2055 RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 916 | Pooled Separate Account | — | — | $3K | 0.2% | |
| BLACKROCK EAFE EQUITY INDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 910 | Pooled Separate Account | — | — | $2K | 0.1% | |
| FLEXPATH INDEX AGGRESS 2035 RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 924 | Pooled Separate Account | — | — | $1K | <0.1% | |
| FLEXPATH INDEX AGGRESS 2025 RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 923 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 918 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
