Hantzmon Wiebel 401(k) match, vesting and fees
What Hantzmon Wiebel's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Insurance & Annuity | 2023 Schedule C ↗ |
| Independent auditor | Charles W. Snader. P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Hantzmon Wiebel: employer contribution per participant | $5,422 | |
| Peer median | $2,521 |
| Hantzmon Wiebel: average balance | $247,993 | |
| Peer median | $75,833 |
| Hantzmon Wiebel: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $29.9M at the end of plan year 2021 to $34.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 147 | $34.5M | $754K | $5,422 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 148 | $31.6M | $776K | $5,244 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 128 | $27.4M | $776K | $6,065 | 0.83% | Not published | 5500-SF ↗ |
| 2021 | 113 | $29.9M | $730K | $6,578 | 0.89% | Not published | 5500-SF ↗ |
Common questions
Does Hantzmon Wiebel match 401(k) contributions?
The match terms for the Hantzmon Wiebel LLP Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $754K in employer contributions, about $5,422 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hantzmon Wiebel 401(k) match vested?
The vesting schedule for the Hantzmon Wiebel LLP Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hantzmon Wiebel 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Voya Retirement Insurance & Annuity. The plan administrator is Hantzmon Wiebel LLP.
I left Hantzmon Wiebel. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hantzmon Wiebel LLP, (434) 296-2156) or the recordkeeper, Voya Retirement Insurance & Annuity. The Hantzmon Wiebel old 401(k) page lists the contacts from every plan filing. Find an old Hantzmon Wiebel 401(k)
Data from the public Form 5500 annual reports Hantzmon Wiebel filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hantzmon Wiebel. Not financial advice. Report a correction · Methodology