Original filing (PDF)20230717190940NAL0056716498001

Hartman & Tyner, Inc.

Name: Hartman & Tyner, Inc. — Hartman & Tyner, Inc. 401(k), Form 5500 (2022)
Creator: Hartman & Tyner, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hartman & Tyner, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Hartman & Tyner, Inc.'s Hartman & Tyner, Inc. 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2022, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Julie Melchert signed Hartman & Tyner, Inc.'s 2022 Form 5500 as plan administrator.

Julie Melchert — 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 & Tyner, Inc.'s EIN is 38-1435702.

EIN 38-1435702

Plan number 001

Plan year 2022

ACK ID 20230717190940NAL0056716498001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Hartman & Tyner, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Hartman & Tyner, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HARTMAN & TYNER, INC.

EIN

all filings

Address

30100 TELEGRAPH RD · STE 360 · BINGHAM FARMS, MI · 48025

Phone

(248) 352-2010

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-16

Filed

2023-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	59-2937883	—	ADVISOR	$13K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.