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Department of Labor filing

HERTZ INVESTMENT GROUP, INC.

HERTZ INVESTMENT GROUP, INC. 401(K) PROFIT SHARING PLAN AND T · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,957

Reported employer contributions per active participant.

Higher than about 57% of comparable plans
#People in the filing
118

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$121 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 58% of comparable plans
↗Investment performance
Not available

Plan assets changed -6.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions57th percentileTypical peer $1,592 · based on 804 comparable plans
Lower reported administrative expense58th percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HERTZ INVESTMENT GROUP, INC. reported $230,962 in employer contributions across the plan and 118 active participants. That works out to $1,957 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy45%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 13.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 463.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context58/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$230,962
Participant contributions
$799,199
Other contributions
Not reported
Employer share of reported contributions
22.4%
Beginning assets
$14,928,525
Ending assets
$13,940,012
Ending net assets
$13,940,012
Ending liabilities
$0
Total income
$2,801,715
Total expenses
$3,790,228
Administrative expenses
$38,955
Participant loans
$284,511

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,726
2023
$1,889
2024
$1,957
Plan-paid administrative expenses per participant
2022
$21
2023
$555
2024
$121
Active participants
2022
209
2023
192
2024
118
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,95711813.9M20250729051848NAL0006567250001
2023$1,88919214.9M20241013103408NAL0012390275001
2022$1,72620914.2M20231012122517NAL0041784944001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
2.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
954627972-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2001
Industry
Real estate
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
EATON VANCE DISTRIBUTORS, INC.2024Not reportedunknown
FRED ALGER & COMPANY, INCORPORATED2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
GREAT GRAY TRUST2024Not reportedunknown
HARTFORD INVESTMENT FINANCIAL SERVI2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
NATIXIS DISTRIBUTORS, L.P.2024Not reportedunknown
PHOENIX - VIRTUS2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
THORNBURG SECURITIES CORPORATION2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

Current plan terms

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Filing ACK_ID20250729051848NAL0006567250001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗