# Hub International Limited 401(k) Plan
Source: https://planprovider.pro/companies/hub-international-limited-401k-plan

> Hub International Limited's 401(k) plan: 13,429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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