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  2. DR. JENNIFER HUBERT, INC.
Sponsor portfolio

DR. JENNIFER HUBERT, INC.

EIN 86-2476224-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
2751 4TH STREET #185 - SANTA ROSA, CA 95405707-318-9799
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 2 part#001401k-$232K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • HUBERT RETIREMENT PLAN (#002)87%
  • PROFIT SHARING PLAN (#001)13%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HUBERT RETIREMENT PLAN (#002)2
  • PROFIT SHARING PLAN (#001)2
Total 4Click 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

DR. JENNIFER HUBERT RETIREMENT PLAN

CashBalance

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DR. JENNIFER HUBERT 401(K) PROFIT SHARING PLAN

401k

Assets$232K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DR. JENNIFER HUBERT RETIREMENT PLANCashBalance$1.5M22025
001DR. JENNIFER HUBERT 401(K) PROFIT SHARING PLAN401k$232K22025
Retirement plans
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