Hantz Group Retirement Savings Plan — Form 5500 plan (Hantz Group Inc.)
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, Hantz Group Retirement Savings Plan is a benefit plan reported by Hantz Group Inc. under EIN 38-3439679 and plan number 001. The latest loaded filing year is 2023. The filing reports 636 participants and $68,981,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hantz Group Inc.
- EIN
- 38-3439679
- Plan number
- 001
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 636
- End-of-year plan assets
- $68,981,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 636 | H, C | 20241007074315NAL0015780625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,981,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,981,340
- Net assets (BOY)
- $53,493,342
Income & contributions
- Participant contributions
- $4,741,184
- Total contributions
- $4,772,804
- Total income / additions
- $17,931,258
Expenses & distributions
- Benefits paid
- $2,364,609
- Administrative expenses
- $78,651
- Total expenses
- $2,443,260
- Net increase / (decrease)
- $15,487,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hantz Retirement Plan Solutions LLC | NONE | $61,127 | not reported in the loaded dataset | 2023 |
| Rehmann Robson, LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $6,855 | 2023 |
| Epic Retirement Plan Services | NONE | $5,024 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $39 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hantz Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Hantz Retirement Plan Solutions LLC — Schedule C compensation
- Rehmann Robson, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation