HB WEALTH MANAGEMENT LLC

EIN 87-2119854ATLANTA, GA

HB WEALTH MANAGEMENT LLC (EIN 87-2119854) has filed 5 Form 5500 plans with the U.S. Department of Labor, covering $45.7M in plan assets and 442 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed

Participants

442

Total assets

$45.7M

A HB WEALTH MANAGEMENT LLC employee? See the HB WEALTH MANAGEMENT LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 87-2119854

Form 5500 search →

Plan	Plan #	Participants	Assets
HOMRICH BERG 401(K) PROFIT SHARING PLAN	001	224	$45.7M
HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG TELEMEDICINE PLAN	503	0	$0
HB WEALTH MANAGEMENT, LLC WELFARE BENEFITS PLAN	502	218	$0
HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG MEDICAL DENTAL VISION PLAN	501	0	$0
HB WEALTH MANAGEMENT, LLC DBA HOMRICH BERG FSA PLAN	504	0	$0

Service providers reported by HB WEALTH MANAGEMENT LLC

FIDELITY INVESTMENTS INSTITUTIONAL

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

87-2119854 is the Employer Identification Number (EIN) HB WEALTH MANAGEMENT LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Georgia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?