How big is Hartman Agency, Inc.'s plan?

Hartman Agency, Inc.'s plan reported $15.0M in assets and 28 participants for 2024.

Original filing (PDF)20250710090719NAL0003942083001

Hartman Agency, Inc.

Name: Hartman Agency, Inc. — Hartman Agency, Inc. Deferred, Form 5500 (2024)
Creator: Hartman Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hartman Agency, Inc. Deferred Profit Sharing Plan

401(k) retirement plan · Hartman Agency, Inc.'s Hartman Agency, Inc. Deferred Profit Sharing Plan held $15.0M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

People on this filing

Donald Gaetano signed Hartman Agency, Inc.'s 2024 Form 5500 as plan administrator.

Donald Gaetano — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hartman Agency, Inc.'s EIN is 23-1711064.

EIN 23-1711064

Plan number 002

Plan year 2024

ACK ID 20250710090719NAL0003942083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hartman Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hartman Agency, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARTMAN AGENCY, INC..

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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