Plan Snapshot
- Plan Sponsor: Hbw Properties, INC. Dba Hbw Group
- Sponsor EIN: 520891428
- Sponsor Address: 1055 FIRST STREET, ROCKVILLE, MD, 20850
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 134
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 134 | $11.3M | $0 | $0 |
| 2024 | 88 | $12.2M | $187,348 | $811,706 |
| 2023 | 87 | $11.4M | $179,084 | $754,287 |
| 2022 | 97 | $9.9M | $177,005 | $707,590 |
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 |
|---|---|---|---|---|
| QP CONSULTING | Investment Advisor | $15,003 | — | $15,003 |
| ASCENSUS | Recordkeeper | $14,901 | — | $14,901 |
| PRICEKUBECKA | Auditor | $5,698 | — | $5,698 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,602
- Estimated Expense Ratio: 0.315% 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 |
|---|---|---|---|---|---|
| 2025 | $3,677,151 | $15,002 | — | $5,698 | — |
| 2024 | $34,925 | $14,673 | — | $5,569 | — |
| 2023 | $35,212 | $14,246 | — | $6,671 | — |
| 2022 | $32,763 | $27,511 | — | — | $5,252 |