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Filters:EIN 751500178 Clear all

Companies

companyHuitt-Zollars, Inc.
$167.7Mreported plan assets
EIN: 75-1500178Location: TXPlans: 3Participants: 1,970Latest: 2023
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Plans

planHuitt-Zollars, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
$96.4Mreported assets (EOY)
Sponsor: Huitt-Zollars, Inc.EIN: 75-1500178Plan: 001Participants: 737Assets: $96,416,258Net assets: $91.6MAssets / participant: $130.8KLocation: Dallas, TXLatest: 2023
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planHuitt-Zollars, Inc. Employee Retirement Plan & TrustFinancial statementProvider compensation2023 filing
$71.3Mreported assets (EOY)
Sponsor: Huitt-Zollars, Inc.EIN: 75-1500178Plan: 002Participants: 720Assets: $71,287,233Net assets: $71.3MAssets / participant: $99KLocation: Dallas, TXLatest: 2023
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planHuitt-Zollars, Inc. Wrap Plan2023 filing
Sponsor: Huitt-Zollars, Inc.EIN: 75-1500178Plan: 502Participants: 513Assets: not reported in the loaded datasetLocation: Dallas, TXLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Huitt-Zollars, Inc. Employee Stock Ownership Plan
Sponsor: Huitt-Zollars, Inc.EIN: 75-1500178Plan: 001Ack ID: 20241114224400NAL0000213185001
filing2023 Form 5500 — Huitt-Zollars, Inc. Employee Retirement Plan & Trust
Sponsor: Huitt-Zollars, Inc.EIN: 75-1500178Plan: 002Ack ID: 20241114223930NAL0000425394001
filing2023 Form 5500 — Huitt-Zollars, Inc. Wrap Plan
Sponsor: Huitt-Zollars, Inc.EIN: 75-1500178Plan: 502Ack ID: 20241216102907NAL0001142593001