Assets by plan
Share of aggregate retirement assets
Filings through .
Hubbs Agency, Inc.
EIN 46-0460309insuranceLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Health & Benefits
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 15 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HUBBS AGENCY, INC. CASH BALANCE PLAN
Cash balance
Assets$4.7M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HUBBS AGENCY, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$2.1M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HUBBS AGENCY, INC. CASH BALANCE PLAN | Cash balance | $4.7M | 5 | 2025 |
| #002 | HUBBS AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $2.1M | 10 | 2025 |
- #001 · Cash balance · 20255
- #002 · 401(k) · 202510
Retirement plans