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  2. HAWTHORNE FBO HOLDINGS, LLC
Sponsor portfolio

HAWTHORNE FBO HOLDINGS, LLC

EIN 27-3979983-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$138K premiums
Participants
447
1321 UPLAND DRIVE, SUITE 16381 - HOUSTON, TX 77043469-834-3118
Plans on this EIN
2 filings
#001401k-$6.7M - 268 part#501Mixed-$138K - 179 lives

Benefits portfolio analytics

1 plan / $138K premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$138K
  • Dental$128K
  • Vision$128K
  • Life$128K
  • Short-term disability$128K
  • Long-term disability$128K
Total $138K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $138K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $12K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAWTHORNE HOLDINGS 401(K) PLAN

401k

Assets$6.7M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAWTHORNE FBO HOLDINGS, LLC WRAP PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$138K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAWTHORNE HOLDINGS 401(K) PLAN401k$6.7M2682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAWTHORNE FBO HOLDINGS, LLC WRAP PLANMixedSTANDARD INSURANCE COMPANY$138K1792025
Retirement plans
Welfare plans
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