How big is Hantzmon Wiebel LLP's plan?

Hantzmon Wiebel LLP's plan reported $34.5M in assets and 92 participants for 2024.

Original filing (PDF)20251015103157NAL0008754114001

Hantzmon Wiebel LLP

Name: Hantzmon Wiebel LLP — Hantzmon Wiebel LLP Profit, Form 5500 (2024)
Creator: Hantzmon Wiebel LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hantzmon Wiebel LLP Profit Sharing Plan

401(k) retirement plan · Hantzmon Wiebel LLP's Hantzmon Wiebel LLP Profit Sharing Plan held $34.5M in plan assets for 92 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

139

Plan assets (EOY)

$34.5M

Net assets (EOY)

$34.5M

People on this filing

Jennifer Lehman signed Hantzmon Wiebel LLP's 2024 Form 5500 as plan administrator.

Jennifer Lehman — 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

Hantzmon Wiebel LLP's EIN is 54-0618213.

EIN 54-0618213

Plan number 001

Plan year 2024

ACK ID 20251015103157NAL0008754114001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hantzmon Wiebel LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hantzmon Wiebel LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HANTZMON WIEBEL LLP.

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How this plan invests

This plan

51 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

HANTZMON WIEBEL LLP

EIN

all filings

Address

P. O. BOX 1408 · CHARLOTTESVILLE, VA · 229021408

Phone

(434) 296-2156

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

CHARLES W. SNADER. P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACTUARIAL BENEFITS & DESIGN COMPANY	54-1521351	MIDLOTHIAN, VA	TPA	$575	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT.	39-2018056	—	SERVICE PROVIDER	$0	—

Investments

51 direct securities· $33.8M(98% of reported assets)

Mutual Funds

$25.4M

37 holdings

Common Collective Trusts

$4.5M

2 holdings

Other securities

$3.9M

12 holdings

					% of plan
Vanguard 500 Index Fund Adm	Common Collective Trusts	—	—	$3.7M	10.6%
Fidelity Investments Fidelity U.S. Bond Index Fd	Mutual Funds	—	—	$2.4M	6.9%
Dodge & Cox Dodge & Cox Income Fund X	Mutual Funds	—	—	$2.2M	6.4%
American Funds American Funds Investment Company of America R6	Mutual Funds	—	—	$2.1M	6.1%
Vanguard Long-Term Investment-Grade Fd Adm	Mutual Funds	—	—	$1.5M	4.3%
Dimensional Fund Advisors Dimensional 2015 Target Date Rtr Income Fd I	Mutual Funds	—	—	$1.5M	4.2%
Dimensional Fund Advisors Dimensional Retirement Income Fd I	Mutual Funds	—	—	$1.3M	3.8%
Dimensional Fund Advisors Dimensional 2040 Target Date Rtr Income Fd I	Mutual Funds	—	—	$1.3M	3.8%
Vanguard Total Intl Stock Index Fd Adm	Mutual Funds	—	—	$1.2M	3.4%
Invesco Main Street Mid Cap Fd R6	Mutual Funds	—	—	$945K	2.7%
Dimensional Fund Advisors Dimensional 2045 Target Date Rtr Income Fd I	Mutual Funds	—	—	$914K	2.7%
Goldman Sachs Goldman Sachs Intl Equity Insights Fd R6	Other securities	—	—	$895K	2.6%
Dimensional Fund Advisors Dimensional 2035 Target Date Rtr Income Fd I	Mutual Funds	—	—	$892K	2.6%
Vanguard Mid-Cap Index Fund Adm	Common Collective Trusts	—	—	$818K	2.4%
State Street Global Advisors State Street Target Retirement 2030 K	Other securities	—	—	$795K	2.3%
Fidelity Investments Fidelity Large Cap Value Index Fd	Mutual Funds	—	—	$782K	2.3%
American Funds American Funds New World Fund R6	Mutual Funds	—	—	$779K	2.3%
American Funds American Funds Growth Fund R6	Mutual Funds	—	—	$707K	2.1%
Fidelity Investments Fidelity Emerging Mkts Index Fd	Mutual Funds	—	—	$659K	1.9%
Vanguard Federal Money Mkt Fd Inv	Mutual Funds	—	—	$628K	1.8%
State Street Global Advisors State Street Target Retirement 2025 K	Other securities	—	—	$603K	1.8%
Dimensional Fund Advisors Dimensional 2025 Target Date Rtr Income Fd I	Mutual Funds	—	—	$600K	1.7%
Fidelity Investments Fidelity Large Cap Growth Index Fd	Mutual Funds	—	—	$598K	1.7%
Dimensional Fund Advisors DFA U.S. Small Cap Portfolio I	Mutual Funds	—	—	$544K	1.6%
Dimensional Fund Advisors DFA International Small Company Portfolio I	Mutual Funds	—	—	$517K	1.5%
Dimensional Fund Advisors Dimensional 2030 Target Date Rtr Income Fd I	Mutual Funds	—	—	$515K	1.5%
State Street Global Advisors State Street Target Retirement 2050 K	Other securities	—	—	$495K	1.4%
Vanguard Small-Cap Index Fnd Adm	Mutual Funds	—	—	$435K	1.3%
Dimensional Fund Advisors Dimensional 2050 Target Date Rtr Income Fd I	Mutual Funds	—	—	$405K	1.2%
PIMCO CommoditiesPLUS Strategy Fund I	Mutual Funds	—	—	$359K	1.0%
Cohen & Steers Cohen & Steers Global Realty Sh Z	Other securities	—	—	$326K	0.9%
Dimensional Fund Advisors Dimensional 2055 Target Date Rtr Income Fd I	Mutual Funds	—	—	$309K	0.9%
Vanguard Small-Cap Value Index Fnd Adm	Mutual Funds	—	—	$268K	0.8%
State Street Global Advisors State Street Target Retirement 2045 K	Other securities	—	—	$253K	0.7%
Dimensional Fund Advisors Dimensional 2060 Target Date Rtr Income Fd I	Mutual Funds	—	—	$239K	0.7%
Fidelity Investments Fidelity Mid Cap Value Index Fd	Mutual Funds	—	—	$217K	0.6%
Vanguard Equity Income Fund Adm	Mutual Funds	—	—	$176K	0.5%
BlackRock iShares Dev Real Est In F K	Other securities	—	—	$166K	0.5%
Dimensional Fund Advisors Dimensional 2010 Target Date Rtr Income Fd I	Mutual Funds	—	—	$160K	0.5%
State Street Global Advisors State Street Target Retirement 2040 K	Other securities	—	—	$147K	0.4%
PGIM Investments PGIM High Yield Fund R6	Other securities	—	—	$131K	0.4%
Fidelity Investments Fidelity Mid Cap Growth Index Fd	Mutual Funds	—	—	$102K	0.3%
Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio I	Mutual Funds	—	—	$92K	0.3%
Dimensional Fund Advisors Dimensional 2065 Target Date Rtr Income Fd I	Mutual Funds	—	—	$83K	0.2%
Vanguard Total World Stock Index Fd Adm	Mutual Funds	—	—	$57K	0.2%
Voya Gv Mny Mkt F A (Hld Acct)	Other securities	—	—	$40K	0.1%
Fidelity Investments Fidelity Small Cap Growth Index Fd	Mutual Funds	—	—	$21K	<0.1%
Franklin Templeton Investments Franklin Small Cap Growth Fnd R6	Mutual Funds	—	—	$14K	<0.1%
State Street Global Advisors State Street Target Retirement 2065 K	Other securities	—	—	$11K	<0.1%
State Street Global Advisors State Street Target Retirement 2055 K 550 State Street Global Advisors State Street Target Retirement 2060 K	Other securities	—	—	$8K	<0.1%