Assets by plan
Share of aggregate retirement assets
Filings through .
HB Performance Systems, Inc.
EIN 20-2905208automotiveLatest filing 2025
Plans
4
Retirement
3
$38.8M assets
Health & Benefits
1
$120K premiums
Participants
659
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $38.8M assets / 499 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $120K premiums / 160 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$120K
- Life$120K
- Long-term disability$120K
- Other$120K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN
401(k)
Assets$24.3M
Participants176
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HB PERFORMANCE SYSTEMS, INC. DEFINED BENEFIT PLAN
Traditional DB
Assets$10.0M
Participants242
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN FOR BARGAINED EMPLOYEES
401(k)
Assets$4.4M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HB PERFORMANCE SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$120K
Covered lives160
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | 401(k) | $24.3M | 176 | 2025 |
| #001 | HB PERFORMANCE SYSTEMS, INC. DEFINED BENEFIT PLAN | Traditional DB | $10.0M | 242 | 2024 |
| #002 | HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN FOR BARGAINED EMPLOYEES | 401(k) | $4.4M | 81 | 2025 |
- #003 · 401(k) · 2025176
- #001 · Traditional DB · 2024242
- #002 · 401(k) · 202581
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HB PERFORMANCE SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $120K | 160 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025160
Retirement plans
Health & Benefits plans