How big is Mhartz & Associates, LLC's plan?

Mhartz & Associates, LLC's plan reported $397K in assets and 6 participants for 2024.

Original filing (PDF)20250710102013NAL0005414129001

Mhartz & Associates, LLC

Name: Mhartz & Associates, LLC — Hartz Search 401(k) Plan, Form 5500 (2024)
Creator: Mhartz & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hartz Search 401(k) Plan

401(k) retirement plan · Mhartz & Associates, LLC's Hartz Search 401(k) Plan held $397K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$397K

Net assets (EOY)

$397K

People on this filing

Chris Miles signed Mhartz & Associates, LLC's 2024 Form 5500 as plan administrator.

Chris Miles — 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

Mhartz & Associates, LLC's EIN is 99-3514976.

EIN 99-3514976

Plan number 001

Plan year 2024

ACK ID 20250710102013NAL0005414129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mhartz & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mhartz & Associates, 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 MHARTZ & ASSOCIATES, 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

MHARTZ & ASSOCIATES, LLC

EIN

all filings

Address

8022 PROVIDENCE ROAD · SUITE 500-151 · CHARLOTTE, NC · 28277

Phone

(704) 778-7121

Industry

Admin Support & Waste Mgmt

Plan administrator