Plan Snapshot
- Plan Sponsor: Hbg, INC.
- Sponsor EIN: 822969290
- Sponsor Address: 4600 TRINDLE RD, CAMP HILL, PA, 17011
- Plan Type: 401(k)
- Total Participants: 1,586
- Total Assets: $108.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,586 | $108.9M | $4.4M | $6.7M |
| 2023 | 1,559 | $92.7M | $1.5M | $6.3M |
| 2022 | 1,723 | $83.2M | $1.9M | $6.1M |
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 |
|---|---|---|---|---|
| CONRAD SIEGEL | NONE | $199,181 | — | $199,181 |
| CONRAD SIEGEL INVESTMENT ADVISORS | NONE | $147,076 | — | $147,076 |
| CHARLES SCHWAB & CO., INC. | NONE | $20,259 | — | $20,259 |
| RIVER WEALTH ADVISORS LLC | NONE | $15,928 | — | $15,928 |
| FISHER INVESTMENTS | NONE | $14,580 | — | $14,580 |
| MACRO ADVISORS | NONE | $6,005 | — | $6,005 |
| BROWN PLUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CONRAD SIEGEL INVESTMENT ADVISORS — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- FISHER INVESTMENTS — NONE
- MACRO ADVISORS — NONE
- BROWN PLUS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $403,029
- Estimated Expense Ratio: 0.370% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $366,516 | $147,076 | — | — | — |
| 2023 | $339,764 | $128,056 | — | — | — |
| 2022 | $294,213 | $114,067 | $180,146 | — | — |