AUMdb

The Hta Employees 401(k) Profit Sharing Plan

Sponsored by Hoyle, Tanner & Associates, Inc. · EIN 020317405 · Plan #001

Total assets
$29.3M
Net assets
$29.3M
Active participants
120
With balances
154

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $6,230