How big is Hartmann Financial Group, LLC's plan?

Hartmann Financial Group, LLC's plan reported $551K in assets and 3 participants for 2023.

Original filing (PDF)20240912052017NAL0009664993001

Hartmann Financial Group, LLC

Name: Hartmann Financial Group, LLC — Hartmann Financial, Form 5500 (2023)
Creator: Hartmann Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hartmann Financial Group, LLC 401(k) Plan

401(k) retirement plan · Hartmann Financial Group, LLC's Hartmann Financial Group, LLC 401(k) Plan held $551K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

Plan identifiers

Hartmann Financial Group, LLC's EIN is 20-4127026.

EIN 20-4127026

Plan number 001

Plan year 2023

ACK ID 20240912052017NAL0009664993001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hartmann Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hartmann Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARTMANN FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score