# Hb Wealth Management, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/hb-wealth-management-llc-872119854-502

> Hb Wealth Management, LLC's Health & Welfare plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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