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Benefits Intelligence/Broker Directory/New Jersey

Hafetz And Assoc LLC

Linwood, NJ

Hafetz And Assoc LLC of Linwood, NJ is the broker of record on 9 Form 5500 Schedule A filings covering 6 employer benefit plans, with $145,141 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
9
States served
1
Reported commissions
$145,141
plan year 2025
Reported fees
$33,395

Quick answer

Hafetz And Assoc LLC (Linwood, NJ) is the broker of record for 6 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Hafetz And Assoc LLC have?
Hafetz And Assoc LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Hafetz And Assoc LLC's largest employer clients?
By plan participants, the largest include Nb Ventures, Inc. (545 participants), Grand Fitness Management LLC (281 participants) and Matt Blatt, Inc. (194 participants).
How much does Hafetz And Assoc LLC earn in commissions?
Insurers reported $145,141 in broker commissions and $33,395 in fees paid to Hafetz And Assoc LLC for plan year 2025, per Schedule A Part 1.
Where is Hafetz And Assoc LLC located?
Hafetz And Assoc LLC is based in Linwood, NJ.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Hafetz And Assoc LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Nb Ventures, Inc.NJ5452023-06-30
Grand Fitness Management LLCNJ2812024-12-31
Matt Blatt, Inc.NJ1942022-05-31
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.