Hanna Holdings Retirement Savings Plan — Form 5500 plan (Howard Hanna Smythe Cramer)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hanna Holdings Retirement Savings Plan is a benefit plan reported by Howard Hanna Smythe Cramer under EIN 34-0538620 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,086 participants and $56,623,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Howard Hanna Smythe Cramer
- EIN
- 34-0538620
- Plan number
- 001
- Plan type
- 2
- Location
- Mayfield Heights, OH
- Latest filing year
- 2023
- Participants
- 1,086
- End-of-year plan assets
- $56,623,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,086 | H, C | 20241009150427NAL0009333283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,623,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,623,403
- Net assets (BOY)
- $51,311,620
Income & contributions
- Employer contributions
- $316,816
- Participant contributions
- $4,948,892
- Total contributions
- $5,965,980
- Total income / additions
- $14,447,242
Expenses & distributions
- Benefits paid
- $8,976,486
- Administrative expenses
- $146,273
- Total expenses
- $9,135,459
- Net increase / (decrease)
- $5,311,783
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,300 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $64,265 | not reported in the loaded dataset | 2023 |
| Schneider Downs & Co., Inc. | ACCOUNTANT/AUDITOR | $6,709 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Howard Hanna Smythe Cramer
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mayfield Heights, OH
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Schneider Downs & Co., Inc. — Schedule C compensation