Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HCBS STRATEGIES, INC.
EIN 20-0958373Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$1.7M assets
Welfare
1
Participants
18
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HCBS STRATEGIES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$936K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HCBS STRATEGIES, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$811K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
HCBS STRATEGIES, INC. DEFINED BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HCBS STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $936K | 8 | 2024 | |
| 002 | HCBS STRATEGIES, INC. DEFINED BENEFIT PLAN | CashBalance | $811K | 5 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | HCBS STRATEGIES, INC. DEFINED BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans