# Hbg, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hbg-inc-401k-plan

> Hbg, INC.'s 401(k) plan: 1,586 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/conrad-siegel-investment-advisors) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MACRO ADVISORS](https://planprovider.pro/provider/macro-advisors-inc) — NONE

- [BROWN PLUS](https://planprovider.pro/provider/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|—|—|

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