James Barthel signed HB Performance Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HB Performance Systems, Inc.'s EIN is 20-2905208.
Download the official 2024 Form 5500 (PDF) for HB Performance Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HB Performance Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANA INVESTMENT ADVISORS INC | 39-1512278 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $2.2M | 9.5% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $2.2M | 9.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.2M | 9.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.1M | 9.0% | |
| Prin LifeTime 2020 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $2.1M | 9.0% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $0 | $2.0M | 8.9% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.0M | 8.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.6M | 6.9% | |
| Prin LifeTime Strat Inc SA-Z | Common Stocks | — | $0 | $1.6M | 6.9% | |
| Participant Loans | Participant loans | — | $0 | $1.4M | 5.9% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.4M | 5.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.3M | 5.7% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $1.3M | 5.7% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $1.3M | 5.6% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $1.0M | 4.4% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $957K | 4.2% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $957K | 4.2% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $940K | 4.1% | |
| Fid Adv High Inc Advant I Fund | Mutual Funds | — | $0 | $872K | 3.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $768K | 3.3% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | $0 | $768K | 3.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $751K | 3.3% | |
| Prin Capital Appr SA-Z | Common Stocks | — | $0 | $751K | 3.3% | |
| Fidelity Adv Technology I Fund | Mutual Funds | — | $0 | $599K | 2.6% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $494K | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $494K | 2.1% | |
| Dodge & Cox Stock I Fund | Mutual Funds | — | $0 | $480K | 2.1% | |
| Prin LifeTime 2060 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $372K | 1.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $372K | 1.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | $0 | $367K | 1.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $333K | 1.4% | |
| Prin SmCap Value II Sep Acct-Z | Pooled Separate Accounts | — | $0 | $279K | 1.2% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $279K | 1.2% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | $0 | $217K | 0.9% | |
| Fidelity Advisor Energy I Fund | Mutual Funds | — | $0 | $141K | 0.6% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | $0 | $138K | 0.6% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $104K | 0.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $88K | 0.4% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $88K | 0.4% | |
| Prin LifeTime 2040 Sep Acct-Z | Pooled Separate Accounts | — | $0 | $50K | 0.2% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $32K | 0.1% |
