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Sponsor portfolio

HB PERFORMANCE SYSTEMS, INC.

EIN 20-2905208-automotive-Latest filing 2025
Plans
4
Retirement
3
$36.8M assets
Welfare
1
$120K premiums
Participants
684
5800 WEST DONGES BAY ROAD - MEQUON, WI 53092262-242-4300LinkedIn201-500 employeesautomotive
Plans on this EIN
4 filings
#003401k-$23.0M - 196 part#001TraditionalDB-$10.0M - 242 part#002401k-$3.8M - 86 part#501Mixed-$120K - 160 lives

Retirement portfolio analytics

3 plans aggregated / $36.8M assets / 524 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • SYSTEMS, INC. 401(K) (#003)63%
  • DEFINED BENEFIT PLAN (#001)27%
  • FOR BARGAINED EMPLOYEES (#002)10%
Total $36.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)242
  • SYSTEMS, INC. 401(K) (#003)196
  • FOR BARGAINED EMPLOYEES (#002)86
Total 524Click row to drill in

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
Total $120K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $120K1 slice

Broker market share

Schedule A broker compensation

Split broker
65%top
  • HUB INTERNATIONAL MIDWEST LIMITED65%
  • JAMES R NELLIGAN & ASSOCIATES LLC19%
  • BROWN & BROWN INSURANCE SERVICES16%
Total $14K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN

401k

Assets$23.0M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HB PERFORMANCE SYSTEMS, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$10.0M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN FOR BARGAINED EMPLOYEES

401k

Assets$3.8M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HB PERFORMANCE SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$120K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN401k$23.0M1962024
001HB PERFORMANCE SYSTEMS, INC. DEFINED BENEFIT PLANTraditionalDB$10.0M2422024
002HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN FOR BARGAINED EMPLOYEES401k$3.8M862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HB PERFORMANCE SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$120K1602025
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