Renee Yaroch signed Hantz Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hantz Group Inc.'s EIN is 38-3439679.
Download the official 2024 Form 5500 (PDF) for Hantz Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hantz Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANTZ RETIREMENT PLAN SOLUTIONS LLC | 87-0849379 | — | NONE | $52K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Institutional Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $12.5M | 15.2% | |
| Common collective trusts Wilmington Trust, N.A Franklin Total Advantage 2020-2060 CIT | Common Collective Trusts | — | — | $10.0M | 12.1% | |
| CLEARBRIDGE LARGE CAP GROWTH CIT WILMINGTON TRUST COMPANY · EIN 82-3106705 / PN 345 | Common Collective Trust | — | — | $7.9M | 9.5% | |
| POLEN FOCUS GROWTH CIT SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | — | — | $7.6M | 9.3% | |
| s * Schwab S&P 500 Index Fund | Mutual Funds | — | — | $6.2M | 7.6% | |
| ZACKS DIVIDEND CIT SEI TRUST COMPANY · EIN 87-4193736 / PN 154 | Common Collective Trust | — | — | $5.6M | 6.8% | |
| CONGRESS MID CAP GROWTH CIT SEI TRUST COMPANY · EIN 87-2853207 / PN 153 | Common Collective Trust | — | — | $4.7M | 5.8% | |
| DIAMOND HILL SELECT PORTFOLIO WILMINGTON TRUST, N.A. · EIN 38-7275310 / PN 774 | Common Collective Trust | — | — | $4.0M | 4.9% | |
| Schwab U.S. Large-Cap Growth Index Fund | Common Collective Trusts | — | — | $3.7M | 4.5% | |
| FRANKLIN TOTAL ADVANTAGE 2045 WILMINGTON TRUST COMPANY · EIN 82-3327181 / PN 356 | Common Collective Trust | — | — | $3.0M | 3.6% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.9M | 3.6% | |
| POLEN INTERNATIONAL GROWTH CIT SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | — | — | $2.8M | 3.4% | |
| SMALL CAP VALUE FUND WILMINGTON TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| FRANKLIN TOTAL ADVANTAGE 2035 WILMINGTON TRUST COMPANY · EIN 82-3297133 / PN 354 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| CLEARBRIDGE DIV STRAT CIT WILMINGTON TRUST, N.A. · EIN 38-7275317 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.0% | |
| Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 2.0% | |
| Schwab U.S. Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 1.7% | |
| Loomis Sayles Intermediate Duration Bond N | Other securities | — | — | $1.3M | 1.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $1.3M | 1.6% | |
| FRANKLIN TOTAL ADVANTAGE 2040 WILMINGTON TRUST COMPANY · EIN 82-3309063 / PN 355 | Common Collective Trust | — | — | $1.2M | 1.5% | |
| FRANKLIN TOTAL ADVANTAGE 2060 WILMINGTON TRUST COMPANY · EIN 82-3410489 / PN 359 | Common Collective Trust | — | — | $1.0M | 1.2% | |
| FRANKLIN TOTAL ADVANTAGE 2055 WILMINGTON TRUST COMPANY · EIN 82-3397205 / PN 358 | Common Collective Trust | — | — | $888K | 1.1% | |
| FRANKLIN TOTAL ADVANTAGE 2025 WILMINGTON TRUST COMPANY · EIN 82-3269796 / PN 352 | Common Collective Trust | — | — | $872K | 1.1% | |
| FRANKLIN TOTAL ADVANTAGE 2050 WILMINGTON TRUST COMPANY · EIN 82-3383993 / PN 357 | Common Collective Trust | — | — | $864K | 1.1% | |
| Allspring Funds Trust Allspring Index Asset Allocation Fund Institutional Class | Other securities | — | — | $794K | 1.0% | |
| Schwab U.S. Large-Cap Value Index Fund | Common Collective Trusts | — | — | $579K | 0.7% | |
| Schwab Bank Savings Money Market Deposit Account | Mutual Funds | — | — | $551K | 0.7% | |
| Vanguard High-Yield Corporate Admiral Shares | Mutual Funds | — | — | $489K | 0.6% | |
| FRANKLIN TOTAL ADVANTAGE RETIREMENT WILMINGTON TRUST COMPANY · EIN 82-3225947 / PN 350 | Common Collective Trust | — | — | $443K | 0.5% | |
| ARISTOTLE INTL EQUITY CIT 0 SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $427K | 0.5% | |
| INTERNATIONAL FUNDAMENTAL VALUE FD WILMINGTON TRUST COMPANY · EIN 26-3783687 / PN 920 | Common Collective Trust | — | — | $398K | 0.5% | |
| Brandes International Equity Fund | Other securities | — | — | $398K | 0.5% | |
| Schwab International Index Fund | Common Collective Trusts | — | — | $372K | 0.5% | |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares | Mutual Funds | — | — | $303K | 0.4% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $262K | 0.3% | |
| FRANKLIN TOTAL ADVANTAGE 2020 WILMINGTON TRUST COMPANY · EIN 82-3236968 / PN 351 | Common Collective Trust | — | — | $200K | 0.2% | |
| Vanguard Long-Term Treasury Index Fund | Common Collective Trusts | — | — | $153K | 0.2% | |
| Schwab U.S. Aggregate Bond Index Fund | Common Collective Trusts | — | — | $153K | 0.2% | |
| Brandywine Global Brandywine Global Opportunities Bond Fund Class IS | Other securities | — | — | $141K | 0.2% | |
| FRANKLIN TOTAL ADVANTAGE 2030 WILMINGTON TRUST COMPANY · EIN 82-3285163 / PN 353 | Common Collective Trust | — | — | $139K | 0.2% | |
| Schwab Fundamental International Equity Index Fund | Common Collective Trusts | — | — | $96K | 0.1% | |
| Thornburg Limited-Term US Govt I | Other securities | — | — | $36K | <0.1% | |
| JPMorgan Government Bond R6 | U.S. Treasuries | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| REHMANN ROBSON, LLC |
| 38-3635706 |
| — |
| NONE |
| $14K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $447 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $8 | — |
