Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HR&A ADVISORS, INC.
EIN 20-8767681real estateLatest filing 2024
Plans
2
Retirement
2
$51.5M assets
Welfare
0
Participants
454
99 HUDSON STREET 3RD FLOOR - NEW YORK, NY 100132815212-977-5597hraadvisors.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $51.5M assets / 454 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
52%top
- (Not disclosed)52%
- ALERUS FINANCIAL, N.A.48%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$26.7M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HR & A ADVISORS, INC. 401(K)/PROFIT SHARING PLAN
401k
Assets$24.7M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HR&A ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $26.7M | 217 | 2024 | |
| 001 | HR & A ADVISORS, INC. 401(K)/PROFIT SHARING PLAN | 401k | $24.7M | 237 | 2024 |
Retirement plans