Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HUBERT, INC.
EIN 95-4690158Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$341K assets
Welfare
0
Participants
12
606 S. OLIVE STREET - LOS ANGELES, CA 90014213-627-0234
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $341K assets / 12 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
HUBERT, INC. CASH BALANCE PLAN
CashBalance
Assets$257K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HUBERT, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$84K
Participants6
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 | HUBERT, INC. CASH BALANCE PLAN | CashBalance | $257K | 6 | 2024 | |
| 002 | HUBERT, INC. PROFIT SHARING 401(K) PLAN | 401k | $84K | 6 | 2025 |
Retirement plans