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  2. HBG, INC.
Sponsor portfolio

HBG, INC.

EIN 82-2969290-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$410.6M assets
Welfare
0
Participants
4,290
4600 TRINDLE RD, SUITE 301 - CAMP HILL, PA 17011717-232-4328
Plans on this EIN
2 filings
#002ESOP-$301.8M - 2,224 part#001401k-$108.9M - 2,066 part

Retirement portfolio analytics

2 plans aggregated / $410.6M assets / 4,290 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#002)73%
  • HB GLOBAL 401(K) (#001)27%
Total $410.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • (Not disclosed)73%
  • CONRAD SIEGEL27%
Total $410.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)2,224
  • HB GLOBAL 401(K) (#001)2,066
Total 4,290Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HB GLOBAL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$301.8M
Participants2,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HB GLOBAL 401(K) PLAN

401k

Assets$108.9M
Participants2,066
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HB GLOBAL EMPLOYEE STOCK OWNERSHIP PLANESOP$301.8M2,2242025
001HB GLOBAL 401(K) PLAN401k$108.9M2,0662024
Retirement plans
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