AUMdb

Hantz Group Retirement Savings Plan

Sponsored by Hantz Group Inc. · EIN 383439679 · Plan #001

Total assets
$82.3M
Net assets
$82.3M
Active participants
600
With balances
641

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hantz Retirement Plan Solutions Llc Investment advisory (plan) $51,527
Rehmann Robson, Llc Accounting $13,500
Epic Retirement Plan Services Recordkeeping, Participant communication $12,982
Charles Schwab & Co., Inc. Shareholder servicing fees $447
Charles Schwab Trust Bank Custodial (securities), Float revenue $8