2023 Form 5500 filing — Hantz Group Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007074315NAL0015780625001) for Hantz Group Retirement Savings Plan, reported by Hantz Group Inc. under EIN 38-3439679 and plan number 001. It reports 636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007074315NAL0015780625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hantz Group Inc.
- EIN
- 38-3439679
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,981,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,981,340
- Participant contributions
- $4,741,184
- Total income / additions
- $17,931,258
- Benefits paid
- $2,364,609
- Administrative expenses
- $78,651
- Total expenses
- $2,443,260
- Net increase / (decrease)
- $15,487,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hantz Retirement Plan Solutions LLC | NONE | $61,127 | not reported in the loaded dataset |
| Rehmann Robson, LLC | NONE | $12,500 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $6,855 |
| Epic Retirement Plan Services | NONE | $5,024 | $0 |
| Charles Schwab & Co., Inc. | NONE | $39 | $0 |