What public Form 5500 filings show about the HB Wealth Management LLC 401(k) plan — and how to find and check your own account.
HB Wealth Management LLC (EIN 87-2119854) reports HOMRICH BERG 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $45.7M in plan assets across 224 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full HB Wealth Management LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HB Wealth Management LLC 401(k).
