# Highbury Defense Group 401(k) Plan
Source: https://planprovider.pro/companies/highbury-defense-group-401k-plan

> Highbury Defense Group's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Highbury Defense Group

- **Sponsor EIN:** 460780667

- **Sponsor Address:** 2725 CONGRESS STREET, SUITE 1M, SAN DIEGO, CA, 92110

- **Plan Type:** 401(k)

- **Total Participants:** 188

- **Total Assets:** $13.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|188|$13.5M|$769,026|$1.7M|

| 2023|173|$9.8M|$602,375|$1.3M|

| 2022|155|$6.3M|$470,309|$1.0M|

## 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|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$34,356|—|$34,356|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$30,945|—|$30,945|

| PREMIER PLAN CONSULTANTS INC|CONTRACT ADMIN|$3,763|$5,726|$9,489|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,790

- **Estimated Expense Ratio:** 0.554% 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|$64,857|—|—|—|—|

| 2023|$35,273|$19,961|$3,425|—|—|

| 2022|$30,260|$18,385|$11,875|—|—|

## Similar Plans

- [Eichleay, INC.](https://planprovider.pro/companies/eichleay-inc-401k-plan) — 186 participants

- [Osi Digital,INC.](https://planprovider.pro/companies/osi-digital-inc-401k-plan) — 185 participants

- [Hunsaker & Associates Irvine INC](https://planprovider.pro/companies/hunsaker-associates-irvine-inc-401k-plan) — 184 participants

- [Tactical Engineering & Analysis, INC.](https://planprovider.pro/companies/tactical-engineering-analysis-inc-plan-003) — 193 participants

- [Jsl Technologies INC](https://planprovider.pro/companies/jsl-technologies-inc-plan-001) — 193 participants

- [Integrits Corporation](https://planprovider.pro/companies/integrits-corporation-401k-plan) — 182 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/highbury-defense-group-401k-plan)

© 2026 PlanProvider.Pro