How big is HB Financial Group, LLC's plan?

HB Financial Group, LLC's plan reported $526K in assets and 2 participants for 2024.

Original filing (PDF)20250701102055NAL0029319074001

HB Financial Group, LLC

Name: HB Financial Group, LLC — HB Financial Group, LLC, Form 5500 (2024)
Creator: HB Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HB Financial Group, LLC Retirement Trust

401(k) retirement plan · HB Financial Group, LLC's HB Financial Group, LLC Retirement Trust held $526K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$526K

Net assets (EOY)

$526K

People on this filing

Harriett Barnes signed HB Financial Group, LLC's 2024 Form 5500 as plan administrator.

Harriett Barnes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HB Financial Group, LLC's EIN is 20-3455528.

EIN 20-3455528

Plan number 001

Plan year 2024

ACK ID 20250701102055NAL0029319074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HB Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HB Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HB FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score