AUMdb

Hb Performance Systems, Inc. 401(k) Plan

Sponsored by Hb Performance Systems, Inc. · EIN 202905208 · Plan #003

Total assets
$23.0M
Net assets
$23.0M
Active participants
125
With balances
192

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
Dana Investment Advisors Inc CRD 105879 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $49,012
Dana Investment Advisors Inc Investment advisory (plan), Other fees $0