Plan Snapshot
- Plan Sponsor: The Hartz Group, INC.
- Sponsor EIN: 222576954
- Sponsor Address: 500 PLAZA DR, SECAUCUS, NJ, 070961515
- Plan Type: 401(k)
- Total Participants: 724
- Total Assets: $103.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 724 | $103.4M | $1.4M | $4.6M |
| 2023 | 730 | $96.1M | $1.3M | $4.4M |
| 2022 | 740 | $85.3M | $1.2M | $4.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $216,405 | $3,565 | $219,970 |
| KESTRA ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $25,000 | $25,000 |
| GELTRUDE & CO. | ACCOUNTANT | — | $11,500 | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
- GELTRUDE & CO. — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $256,470
- Estimated Expense Ratio: 0.248% 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 | $216,405 | — | $216,405 | — | — |
| 2023 | $190,981 | — | $190,981 | — | — |
| 2022 | $189,312 | — | $189,312 | — | — |