Hub International Limited 401(k) Savings Plan
Sponsored by Hub International Limited · EIN 753243028 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 13,429
- With balances
- 15,223
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Securities brokerage, Shareholder servicing fees, Distribution (12b-1) fees | $1,201,975 |
| Empower Advisory Group, Llc | Investment management | $774,773 |
| Morgan Stanley | Investment advisory (plan) | $146,076 |
| Crowe Llp | Accounting | $21,000 |