James Whalen signed HBG, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HBG, Inc.'s EIN is 82-2969290.
Download the official 2024 Form 5500 (PDF) for HBG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HBG, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL INVESTMENT ADVISORS | 01-0726056 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $35.3M | 32.4% | |
| Vanguard Total Bond Market Index Fund Instl | Common Collective Trusts | — | — | $12.1M | 11.1% | |
| Vanguard Developed Markets Index Fund Instl | Common Collective Trusts | — | — | $12.0M | 11.0% | |
| Vanguard Short-Term Investment Grade Fund Instl | Mutual Funds | — | — | $10.3M | 9.5% | |
| Schwab Personal Choice Retirement Accounts, self-directed brokerage accounts | Self-Directed Brokerage | — | — | $9.0M | 8.3% | |
| American Century Govt Bond Instl | U.S. Treasuries | — | — | $8.8M | 8.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $6.6M | 6.1% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $4.0M | 3.7% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $2.4M | 2.2% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $1.9M | 1.8% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund | Common Collective Trusts | — | — | $1.5M | 1.4% | |
| Notes receivable from participants (interest rate 4.25% to 9.5%, collateral is participant's account) | Bonds / Notes | — | — | $1.3M | 1.2% | |
| Vanguard Mid Cap Value Admiral | Mutual Funds | — | — | $1.2M | 1.1% | |
| Interest-bearing cash, money market fund, * Schwab Bank Savings | Mutual Funds | — | — | $1.0M | 0.9% | |
| Vanguard Small Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $620K | 0.6% | |
| Vanguard FTSE All World Excluding US Small Cap Index Fund | Common Collective Trusts | — | — | $210K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $147K |
| — |
| RIVER WEALTH ADVISORS LLC | 47-2105957 | — | NONE | $16K | — |
| MACRO ADVISORS | 26-0035994 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $199K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $20K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $15K | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 44-6006315 | — | NONE | $0 | — |
