HBW Properties, Inc. DBA HBW Group's EIN is 52-0891428.
Download the official 2024 Form 5500 (PDF) for HBW Properties, Inc. DBA HBW Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HBW Properties, Inc. DBA HBW Group'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 |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QP CONSULTING | — | TAKOMA, MD | INVESTMENT ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 R Mutual Fund | Mutual Funds | — | — | $3.1M | 25.2% | |
| Nuveen Lifecycle Index 2025 R Mutual Fund | Mutual Funds | — | — | $2.7M | 22.0% | |
| Nuveen Lifecycle Index 2035 R Mutual Fund | Mutual Funds | — | — | $1.3M | 10.3% | |
| Nuveen Lifecycle Index 2045 R Mutual Fund | Mutual Funds | — | — | $1.1M | 8.8% | |
| Nuveen Lifecycle Index 2040 R Mutual Fund | Mutual Funds | — | — | $947K | 7.7% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $570K | 4.7% | |
| Nuveen Lifecycle Index 2050 R Mutual Fund | Mutual Funds | — | — | $425K | 3.5% | |
| Nuveen Lifecycle Index 2055 R Mutual Fund | Mutual Funds | — | — | $362K | 3.0% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $357K | 2.9% | |
| Nuveen Lifecycle Index 2020 R Mutual Fund | Mutual Funds | — | — | $340K | 2.8% | |
| Vanguard Lifestrategy Moderate Gr Inv Mutual Fund | Mutual Funds | — | — | $245K | 2.0% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $152K | 1.2% | |
| Vanguard Lifestrategy Growth Inv Mutual Fund | Mutual Funds | — | — | $149K | 1.2% | |
| Standard Stable Asset Fund 2 Guaranteed Investment Contract | Stable Value | — | — | $112K | 0.9% | |
| Nuveen Lifecycle Index 2060 R Mutual Fund | Mutual Funds | — | — | $110K | 0.9% | |
| Dfa Emerging Markets Core Eqty 2 Port Mutual Fund | Mutual Funds | — | — | $97K | 0.8% | |
| Vanguard Lifestrategy Consv Growth Inv Mutual Fund | Mutual Funds | — | — | $48K | 0.4% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $48K | 0.4% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $45K | 0.4% | |
| Nuveen Lifecycle Index Retirement Inc R Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Nuveen Lifecycle Index 2065 R Mutual Fund | Mutual Funds | — | — | $17K | 0.1% | |
| American Funds Europacific Gr R6 Mutual Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard Lifestrategy Income Inv Mutual Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Advisor Total Bond Z Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Dfa International Core Eqty 2 Port Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Dfa U.S. Core Equity Ii Fund Instl Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA | 75-2783674 | — | AUDITOR | $6K | — |
