Plan Snapshot
- Plan Sponsor: Hb Wealth Management, LLC
- Sponsor EIN: 872119854
- Sponsor Address: 3550 LENOX ROAD NE, ATLANTA, GA, 30326
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 218
- 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. |
| 2024 | 218 | $0 | $0 | $0 |
| 2023 | 184 | $0 | $0 | $0 |
| 2022 | 174 | $0 | $0 | $0 |