Plan Snapshot
- Plan Sponsor: Hantz Group INC.
- Sponsor EIN: 383439679
- Sponsor Address: 26200 AMERICAN DR. FL 5, SOUTHFIELD, MI, 48034
- Plan Type: DC
- Total Participants: 600
- Total Assets: $82.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 600 | $82.3M | $0 | $5.4M |
| 2023 | 551 | $69.0M | $0 | $4.7M |
| 2022 | 521 | $53.5M | $0 | $4.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| REHMANN ROBSON LLC | Auditor | $13,500 | — | $13,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.016% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $78,009 | $51,527 | — | $13,500 | — |
| 2023 | $78,651 | $61,127 | — | $12,500 | — |
| 2022 | $54,200 | $31,991 | — | — | $14,600 |