How big is Triple HS, Incorporated's plan?

Triple HS, Incorporated's plan reported $27.5M in assets and 88 participants for 2024.

Original filing (PDF)20251013122206NAL0002848242001

Triple HS, Incorporated

Name: Triple HS, Incorporated — H.T. Harvey & Associates, Form 5500 (2024)
Creator: Triple HS, Incorporated
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

H.T. Harvey & Associates 401(k) Plan

401(k) retirement plan · Triple HS, Incorporated's H.T. Harvey & Associates 401(k) Plan held $27.5M in plan assets for 88 participants in 2024, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

126

Plan assets (EOY)

$27.5M

Net assets (EOY)

$27.5M

People on this filing

Plan Sponsor signed Triple HS, Incorporated's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Triple HS, Incorporated's EIN is 94-2204955.

EIN 94-2204955

Plan number 001

Plan year 2024

ACK ID 20251013122206NAL0002848242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Triple HS, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (97th percentile).

Plan sponsor

Name

TRIPLE HS, INCORPORATED

EIN

all filings

Address

720 UNIVERSITY AVE SUITE 200 · LOS GATOS, CA · 95032

Phone

(408) 458-3200

Industry

Professional & Technical Services

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

2025-10-13

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)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$23K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

49 direct securities· $27.5M(100% of reported assets)

Mutual Funds

$15.0M

27 holdings

Other securities

$7.5M

19 holdings

Common Collective Trusts

$5.0M

3 holdings

					% of plan
Vanguard 500 Index Admiral Mutual fund †	Common Collective Trusts	—	—	$3.7M	13.4%
Vanguard Small Cap Index Adm Mutual fund	Mutual Funds	—	—	$1.4M	5.0%
American Funds 2025 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.3M	4.6%
American Funds 2035 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.2M	4.2%
Vanguard Total Intl Stock Index Admiral Mutual fund	Mutual Funds	—	—	$1.1M	4.1%
Brown Advisory Sustainable Growth Inv Mutual fund	Other securities	—	—	$1.0M	3.8%
American Funds 2040 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$978K	3.6%
Allspring Special Mid Cap Value Inst Mutual fund	Other securities	—	—	$961K	3.5%
Columbia Large Cap Value Instl 3 Mutual fund	Other securities	—	—	$897K	3.3%
Vanguard Total Bond Market Index Admiral Mutual fund	Mutual Funds	—	—	$896K	3.3%
Fidelity Advisor Growth Opportunities I Mutual fund	Mutual Funds	—	—	$875K	3.2%
MFS International Intrinsic Value R6 Mutual fund	Mutual Funds	—	—	$828K	3.0%
American Funds 2045 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$804K	2.9%
PIMCO Total Return Instl Mutual fund	Mutual Funds	—	—	$792K	2.9%
Guaranteed Portfolio Fund Fixed annuity fund	Other securities	—	—	$785K	2.9%
Vanguard Mid Cap Index Fund - Admiral Mutual fund	Common Collective Trusts	—	—	$772K	2.8%
American Funds 2015 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$691K	2.5%
Vanguard FTSE Social Index Admiral Mutual fund	Mutual Funds	—	—	$658K	2.4%
Vanguard LifeStrategy Growth Inv Mutual fund	Mutual Funds	—	—	$635K	2.3%
WCM Focused International Growth Instl Mutual fund	Other securities	—	—	$616K	2.2%
Ariel Fund Mutual fund	Other securities	—	—	$598K	2.2%
Vanguard LifeStrategy Moderate Growth Mutual fund	Mutual Funds	—	—	$572K	2.1%
Northern Global Sustainability Index Mutual fund	Other securities	—	—	$564K	2.1%
Vanguard Total Stock Mkt Idx Adm Mutual fund	Common Collective Trusts	—	—	$555K	2.0%
JPMorgan Global Bond Opportunities R6 Mutual fund	Other securities	—	—	$472K	1.7%
Invesco Global R6 Mutual fund	Mutual Funds	—	—	$432K	1.6%
Parnassus Core Equity - Inst Mutual fund	Other securities	—	—	$409K	1.5%
American Funds 2055 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$374K	1.4%
Macquarie Small Cap Core R6 Mutual fund	Other securities	—	—	$344K	1.3%
Putnam Global Health Care R6 Mutual fund	Mutual Funds	—	—	$273K	1.0%
Vanguard LifeStrategy Income Inv Mutual fund	Mutual Funds	—	—	$238K	0.9%
Eventide Dividend Growth N Mutual fund	Other securities	—	—	$218K	0.8%
Janus Henderson Venture N Mutual fund	Mutual Funds	—	—	$191K	0.7%
American Funds US Government Sec R6 Mutual fund	Mutual Funds	—	—	$188K	0.7%
Eventide Gilead I Mutual fund	Other securities	—	—	$147K	0.5%
American Funds 2050 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$144K	0.5%
Columbia Global Tech Growth Instl 2 Mutual fund	Other securities	—	—	$140K	0.5%
Fidelity Real Estate Index Mutual fund	Mutual Funds	—	—	$134K	0.5%
T. Rowe Price U.S. Equity Research I Mutual fund	Other securities	—	—	$129K	0.5%
Lord Abbett High Yield R6 Mutual fund	Mutual Funds	—	—	$111K	0.4%
American Funds 2060 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$98K	0.4%
Royce Small-Cap Opportunity Instl Mutual fund	Other securities	—	—	$90K	0.3%
American Funds 2030 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$78K	0.3%
Calvert Small Cap I Mutual fund	Other securities	—	—	$60K	0.2%
American Funds 2020 Trgt Date Retire R6 Mutual fund	Mutual Funds	—	—	$45K	0.2%
various maturities through January 2028	Other securities	—	—	$18K	<0.1%
Goldman Sachs International Eq ESG Instl Mutual fund	Other securities	—	—	$16K	<0.1%
Dodge & Cox International Stock - I Mutual fund	Mutual Funds	—	—	$6K	<0.1%
BNY Mellon Natural Resources Y Mutual fund	Other securities	—	—	$2K	<0.1%