Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HBG, INC.
EIN 82-2969290Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$313.8M assets
Welfare
0
Participants
4,056
4600 TRINDLE RD, SUITE 301 - CAMP HILL, PA 17011717-232-4328
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $313.8M assets / 4,056 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
65%top
- (Not disclosed)65%
- CONRAD SIEGEL35%
Participants 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#002
HB GLOBAL EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$204.9M
Participants1,990
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HB GLOBAL EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $204.9M | 1,990 | 2024 | |
| 001 | HB GLOBAL 401(K) PLAN | 401k | $108.9M | 2,066 | 2024 |
Retirement plans