How big is Conner, Hubbard & Company, LLC's plan?

Conner, Hubbard & Company, LLC's plan reported $7.8M in assets and 6 participants for 2022.

Original filing (PDF)20231013093006NAL0022392019002

Conner, Hubbard & Company, LLC

Name: Conner, Hubbard & Company, LLC — Connerhubbard Safe, Form 5500 (2022)
Creator: Conner, Hubbard & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connerhubbard Safe Harbor 401(k) Plan

401(k) retirement plan · Conner, Hubbard & Company, LLC's Connerhubbard Safe Harbor 401(k) Plan held $7.8M in plan assets for 6 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$4.5M

People on this filing

Steven W. Conner signed Conner, Hubbard & Company, LLC's 2022 Form 5500 as plan administrator.

Steven W. Conner — 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

Conner, Hubbard & Company, LLC's EIN is 26-1667792.

EIN 26-1667792

Plan number 002

Plan year 2022

ACK ID 20231013093006NAL0022392019002

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Conner, Hubbard & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Conner, Hubbard & Company, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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