Original filing (PDF)20240530174553NAL0013990657001

HARTZELL INDUSTRIES INC.

Name: HARTZELL INDUSTRIES INC. — HARTZELL COMPANIES RETIREMENT PLAN, Form 5500 (2023)
Creator: HARTZELL INDUSTRIES INC.

Form 5500-SF

FILING_RECEIVED

HARTZELL COMPANIES RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTZELL INDUSTRIES INC..

Plan sponsor

Name

HARTZELL INDUSTRIES INC.

EIN

31-0674874

Address

1025 S. ROOSEVELT AVE. · PIQUA, OH · 45356

Phone

(937) 773-6295

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2024-05-30

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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