Huitt-zollars, Inc. 401(k) Plan: Login, Facts & Contact Information

Huitt-zollars, Inc. 401(k) Plan Facts

Plan name
HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HUITT-ZOLLARS, INC.
Participants
761 (522 active employees)
Former employees with a balance
176
Plan assets
$78,640,798 at Jan 31, 2025
Average account balance
$156,655 across 502 accounts
Recordkeeper
Rogers Wealth Group, Inc.
Plan year
Feb 1, 2024 – Jan 31, 2025
Plan established
Feb 1, 1993
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Feb 1, 2024 – Jan 31, 2025), filed Nov 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.66 million went into the plan in contributions.
  • $9.99 million was paid out to participants.
  • Investment and other income added $12.0 million.
  • Administrative expenses were $284,560, about $567 per account.

How the Huitt-zollars, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019689$57.4 million—$5.12 million
2020718$63.0 million—$4.91 million
2021698$69.9 million—$5.63 million
2022700$63.4 million—$5.01 million
2023720$71.3 million—$5.37 million
2024761$78.6 million—$9.99 million

Huitt-zollars, Inc. 401(k) Contact Information

Phone
214-871-3311
Mailing address
5430 LBJ FREEWAY SUITE 1500, DALLAS TX 75240
Plan sponsor
HUITT-ZOLLARS, INC.
Employer identification number (EIN)
75-1500178
Plan number
002

Questions about the Huitt-zollars, Inc. 401(k)

Does Huitt-zollars, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Huitt-zollars, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Huitt-zollars, Inc 401(k) plan?

761 participants at the start of plan year 2024, 522 of them active employees, and 176 former employees who still had money in the plan.

What is the average 401(k) balance at Huitt-zollars, Inc?

About $156,655 per account: $78.6 million in plan assets across 502 accounts with a balance at the end of plan year 2024.

Who manages the Huitt-zollars, Inc 401(k) accounts?

ROGERS WEALTH GROUP, INC. is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Huitt-zollars, Inc. How do I access my 401(k)?

Your account stays with ROGERS WEALTH GROUP, INC. after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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