Original filing (PDF)20250718082050NAL0000640979001

HBS SYSTEM, INC.

Name: HBS SYSTEM, INC. — H B S SYSTEMS, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: HBS SYSTEM, INC.

Form 5500-SF

FILING_RECEIVED

H B S SYSTEMS, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HBS SYSTEM, INC..

Plan sponsor

Name

HBS SYSTEM, INC.

EIN

75-2079682

Address

3400 WATERVIEW PKWY · STE 200 · RICHARDSON, TX · 750801474

Phone

(972) 234-4444

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

COMPASS RETIREMENT CONSULTING GROUP, INC.

COMPASS RETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN

$4.5M · 68 participants

BARRY RHEIN & ASSOCIATES, INC.

BARRY RHEIN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

$4.5M · 3 participants

IMPACT MANAGEMENT GROUP, INC.

IMPACT MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN

$4.5M · 7 participants

KKP GROUP LLC

KKP GROUP LLC 401(K) PLAN

$4.5M · 7 participants

WATERMARK RISK MANAGEMENT INTERNATIONAL, LLC