How big is HZ II LLC's plan?

HZ II LLC's plan reported $16.9M in assets and 66 participants for 2024.

Original filing (PDF)20250701174439NAL0017985680001

HZ II LLC

Name: HZ II LLC — HZ II LLC 401(k) Plan, Form 5500 (2024)
Creator: HZ II LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HZ II LLC 401(k) Plan

401(k) retirement plan · HZ II LLC's HZ II LLC 401(k) Plan held $16.9M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

People on this filing

Nick Rice signed HZ II LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

HZ II LLC's EIN is 85-3848307.

EIN 85-3848307

Plan number 001

Plan year 2024

ACK ID 20250701174439NAL0017985680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HZ II LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HZ II LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HZ II LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HZ II LLC

EIN

all filings

Address

37 GRAHAM STREET, SUITE 200B · SAN FRANCISCO, CA · 94129

Phone

(415) 539-0089

Industry

Real Estate

Plan administrator

Name

PENTEGRA SERVICES, INC

EIN

13-3745616

City

CHARLOTTE, NC

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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