Plan Snapshot
- Plan Sponsor: Hub International Limited
- Sponsor EIN: 753243028
- Sponsor Address: 150 N. RIVERSIDE PLAZA - 17TH FLOOR, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 13,429
- Total Assets: $1.6B
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 | 13,429 | $1.6B | $36.1M | $111.0M |
| 2023 | 12,255 | $1.3B | $32.5M | $100.3M |
| 2022 | 11,098 | $1.1B | $27.1M | $84.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $1,201,975 | — | $1,201,975 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $774,773 | — | $774,773 |
| MORGAN STANLEY | NONE | $146,076 | — | $146,076 |
| CROWE LLP | NONE | $21,000 | — | $21,000 |
| CROWE, LLP | Auditor | $21,000 | — | $21,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,164,824
- Estimated Expense Ratio: 0.137% 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 | $2,122,366 | $920,849 | — | $21,000 | — |
| 2023 | $1,316,834 | $797,494 | — | $40,950 | — |
| 2022 | $732,739 | $725,294 | — | — | — |