Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HUBBS AGENCY, INC.
EIN 46-0460309insuranceLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 15 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
HUBBS AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$4.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HUBBS AGENCY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.1M
Participants10
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 | HUBBS AGENCY, INC. CASH BALANCE PLAN | CashBalance | $4.7M | 5 | 2025 | |
| 002 | HUBBS AGENCY, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 10 | 2025 |
Retirement plans