# Hbw Properties, INC. Dba Hbw Group 401(k) Plan
Source: https://planprovider.pro/companies/hbw-properties-inc-dba-hbw-group-401k-plan

> Hbw Properties, INC. Dba Hbw Group's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 88

- **Total Assets:** $12.2M

## 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.|

| 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|

| PRICEKUBECKA|Auditor|$5,569|—|$5,569|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEKUBECKA](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,569

- **Estimated Expense Ratio:** 0.046% 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|$34,925|$14,673|—|$5,569|—|

| 2023|$35,212|$14,246|—|$6,671|—|

| 2022|$32,763|$27,511|—|—|$5,252|

## Similar Plans

- [Hms Insurance Associates, INC.](https://planprovider.pro/companies/hms-insurance-associates-inc-401k-plan) — 97 participants

- [Avery W. Hall Insurance Agency, INC](https://planprovider.pro/companies/avery-w-hall-insurance-agency-inc-plan) — 55 participants

- [Light Industries Services Corporation](https://planprovider.pro/companies/light-industries-services-corporation-401k-plan) — 24 participants

- [Gorges & Company, INC.](https://planprovider.pro/companies/gorges-company-inc-plan) — 17 participants

- [Kari Corporation](https://planprovider.pro/companies/kari-corporation-plan) — 7 participants

- [Mayer & Steinberg, INC.](https://planprovider.pro/companies/mayer-steinberg-inc-plan) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hbw-properties-inc-dba-hbw-group-401k-plan)

© 2026 PlanProvider.Pro