AUMdb

Hb Global 401(k) Plan

Sponsored by Hbg, Inc. · EIN 822969290 · Plan #001

Total assets
$109M
Net assets
$109M
Active participants
1,586
With balances
2,046

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
Conrad Siegel Investment Advisors, Inc. CRD 123560 deterministic · 100% 2024
River Wealth Advisors Llc CRD 173767 deterministic · 100% 2024
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024
Macro Advisors, Llc CRD 284631 deterministic · 100% 2024
American Century Investment Management Inc CRD 105778 fuzzy_auto · 98% 2024
Fidelity Management & Research Company Llc CRD 108281 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Conrad Siegel Recordkeeping, Consulting (pension), Participant loan processing $199,181
Conrad Siegel Investment Advisors Investment advisory (plan), Participant communication, Investment management fees (direct) $147,076
Charles Schwab & Co., Inc. Custodial (securities), Direct payment from the plan, Shareholder servicing fees $20,259
River Wealth Advisors Llc Investment advisory (participants), Investment management fees (direct) $15,928
Fisher Investments Investment advisory (participants), Investment management fees (direct) $14,580
Macro Advisors Investment advisory (participants), Investment management fees (direct) $6,005
American Century Investment Managem Investment management, Investment management fees (indirect) $0
Fidelity Management & Research Comp Investment management, Investment management fees (indirect) $0