AUMdb

Hbw 401(k) Plan

Sponsored by Hbw Properties, Inc. Dba Hbw Group · EIN 520891428 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
88
With balances
123

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
Qp Consulting, Llc CRD 129601 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Qp Consulting Investment advisory (participants) $14,673
Ascensus Recordkeeping, Investment management, Shareholder servicing fees $14,654
Pricekubecka Accounting $5,570