Plan Snapshot
- Plan Sponsor: Hb Performance Systems, INC.
- Sponsor EIN: 202905208
- Sponsor Address: 5800 W DONGES BAY RD, MEQUON, WI, 530924429
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 24 | $10.0M | $0 | $0 |
| 2023 | 25 | $9.8M | $0 | $0 |
| 2022 | 29 | $9.4M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WIPFLI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $29,325 | $5,023 | $24,302 | — | — |
| 2024 | $101,567 | $22,023 | $54,698 | — | — |
| 2023 | $103,740 | $18,952 | $15,680 | — | — |
| 2022 | $50,199 | $20,422 | $7,689 | — | — |