H E B Savings & Retirement Plan
Sponsored by H.E.Butt Grocery Company · EIN 740537175 · Plan #001
- Total assets
- $4.3B
- Net assets
- $4.3B
- Active participants
- 113,055
- With balances
- 71,186
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 |
|---|---|---|
| Hs Management Partners, Llc CRD 145480 | deterministic · 100% | 2024 |
| Wcm Investment Management, Llc CRD 104702 | deterministic · 100% | 2024 |
| W. H. Reaves & Co., Inc. CRD 3140 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conduent Hr Services, Llc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $2,915,222 |
| Hs Management Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $212,714 |
| Wcm Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $182,692 |
| State Street Global Advisors | Investment management, Direct payment from the plan, Investment management fees (direct) | $165,008 |
| Hoisington | Investment management, Direct payment from the plan, Investment management fees (direct) | $145,546 |
| Reams Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $102,898 |
| Ernst & Young | Accounting, Direct payment from the plan | $93,298 |
| The Northern Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $31,900 |