How big is HSB Advisors, LLC's plan?

HSB Advisors, LLC's plan reported $2.1M in assets and 20 participants for 2024.

Original filing (PDF)20250613112442NAL0017832977001

HSB Advisors, LLC

Name: HSB Advisors, LLC — HSB Advisors, LLC 401(k) Plan, Form 5500 (2024)
Creator: HSB Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HSB Advisors, LLC 401(k) Plan

401(k) retirement plan · HSB Advisors, LLC's HSB Advisors, LLC 401(k) Plan held $2.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jason Basler signed HSB Advisors, LLC's 2024 Form 5500 as plan administrator.

Jason Basler — Plan Administrator — Form 5500 signer
Matt Schweigert — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

HSB Advisors, LLC's EIN is 43-1854560.

EIN 43-1854560

Plan number 001

Plan year 2024

ACK ID 20250613112442NAL0017832977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HSB ADVISORS, 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