Hibu Inc. 401(k) Profit Sharing Plan Trust
Sponsored by Hibu Inc. · EIN 200829862 · Plan #001
- Total assets
- $352M
- Net assets
- $352M
- Active participants
- 1,709
- With balances
- 2,487
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $151,017 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $83,053 |
| Capital Strategies Investment Grou | Consulting (general) | $55,000 |
| Thompson Hine | Legal | $8,793 |