Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JON W. HUBBERT, INC.
EIN 27-4845371Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
4
100 N. BARRANCA AVE., SUITE 960 - WEST COVINA, CA 91791626-919-5223
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 4 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
JON W. HUBBERT, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JON W. HUBBERT, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$886K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JON W. HUBBERT, INC. PROFIT SHARING PLAN | ProfitSharing | $1.1M | 2 | 2025 | |
| 002 | JON W. HUBBERT, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $886K | 2 | 2025 |
Retirement plans