Plan Ledger DOL Form 5500 · updated monthly

Hantz Group Inc.401(k)

HANTZ GROUP RETIREMENT SAVINGS PLAN · SOUTHFIELD, MI · plan year 2024

Reported admin expense ratio · 2024
0.10%

Hantz Group Inc. reported $78,009 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.09% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 350th-largest of 2,619 plans among Michigan employers on file, and the 1,161st of 4,798 in finance & insurance. active participation has grown from 521 to 600 since 2022.

Plan summary
Net assets, end of year$82,276,517
Participants with balances641
Active participants600
Employer contributions—
Employee contributions$5,403,553
Employer contribution per active participant—
Average account balance$128,357
Benefits paid to participants$3,987,761
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.3M · 641 accts
2023$69.0M · 668 accts
2022$53.5M · 602 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,982
Investment management$51,527
Audit (IQPA)$13,500
Total administrative$78,009
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$12,982
HANTZ RETIREMENT PLAN SOLUTIONS LLC · Investment advisory (plan)$51,527
REHMANN ROBSON, LLC · Accounting / audit$13,500
CHARLES SCHWAB TRUST BANK · Custodial (securities)$8

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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Administrative cost history3
2024$78,009 · 0.10%
2023$78,651 · 0.13%
2022$54,200 · 0.09%
Same employer
Similar plansFinance & Insurance · Michigan
Greenleaf Trust MI$90.0M · 0.08%
United Federal Credit Union MI$83.9M · 0.28%
Genisys Credit Union MI$83.9M · 0.15%
Nab Holdings, LLC MI$71.1M · 0.33%
Northpointe Bank MI$68.1M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383439679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.