How big is HB Wealth Management LLC's plan?

HB Wealth Management LLC's plan reported $45.7M in assets and 224 participants for 2024.

Original filing (PDF)20250912155503NAL0002184256001

HB Wealth Management LLC

Name: HB Wealth Management LLC — Homrich BERG 401(k), Form 5500 (2024)
Creator: HB Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Homrich BERG 401(k) Profit Sharing Plan

401(k) retirement plan · HB Wealth Management LLC's Homrich BERG 401(k) Profit Sharing Plan held $45.7M in plan assets for 224 participants in 2024, with Fidelity as recordkeeper.

Signals · 4

47% in single holdingCorrective distributions issuedHigh average account balanceSelf-directed brokerage offered

Active participants

224

Accounts w/ balance

217

Plan assets (EOY)

$45.7M

Net assets (EOY)

$45.7M

People on this filing

Maggie Sudholt signed HB Wealth Management LLC's 2024 Form 5500 as plan administrator.

Maggie Sudholt — 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

HB Wealth Management LLC's EIN is 87-2119854.

EIN 87-2119854

Plan number 001

Plan year 2024

ACK ID 20250912155503NAL0002184256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HB Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HB Wealth Management LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, 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 HB WEALTH MANAGEMENT LLC.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (97th percentile).

Plan sponsor

Name

HB WEALTH MANAGEMENT LLC

EIN

all filings

Address

3550 LENOX ROAD NE · SUITE 2700 · ATLANTA, GA · 30326

Phone

(404) 264-1400

Industry

Finance & Insurance

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

2025-09-12

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Investments

30 direct securities· $45.4M(99% of reported assets)

Self-Directed Brokerage

$21.5M

1 holding

Common Collective Trusts

$11.7M

7 holdings

Mutual Funds

$11.0M

16 holdings

Other securities

$1.2M

6 holdings

					% of plan
Homrich Berg Self-Directed Brokerage Accounts Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$21.5M	47.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$10.0M	21.8%
Fidelity Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$2.7M	6.0%
Fidelity Freedom Index 2045 Institutional Premium Mutual Fund	Mutual Funds	—	—	$1.4M	3.1%
Fidelity Freedom Index 2050 Institutional Premium Mutual Fund	Mutual Funds	—	—	$1.1M	2.5%
Fidelity Freedom Index 2035 Institutional Premium Mutual Fund	Mutual Funds	—	—	$848K	1.9%
Fidelity Freedom Index 2065 Institutional Premium Mutual Fund	Mutual Funds	—	—	$717K	1.6%
T. Rowe Price Dividend Growth Fund Mutual Fund	Other securities	—	—	$702K	1.5%
Fidelity Freedom Index 2040 Institutional Premium Mutual Fund	Mutual Funds	—	—	$659K	1.4%
Fidelity Freedom Index 2055 Institutional Premium Mutual Fund	Mutual Funds	—	—	$655K	1.4%
Fidelity Freedom Index 2060 Institutional Premium Mutual Fund	Mutual Funds	—	—	$603K	1.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$543K	1.2%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$529K	1.2%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$485K	1.1%
Fidelity Freedom Index 2025 Institutional Premium Mutual Fund	Mutual Funds	—	—	$468K	1.0%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$402K	0.9%
Fidelity International Capital Appreciation K6 Fund Mutual Fund	Mutual Funds	—	—	$334K	0.7%
Fidelity Freedom Index 2020 Institutional Premium Mutual Fund	Mutual Funds	—	—	$287K	0.6%
Fidelity Total Bond Fund Class K6 Mutual Fund	Mutual Funds	—	—	$226K	0.5%
Allspring Special Small Cap Value Fund - Class R6 Mutual Fund	Other securities	—	—	$196K	0.4%
American Funds American Mutual Fund Class R6 Mutual Fund	Mutual Funds	—	—	$180K	0.4%
Fidelity Freedom Index 2030 Institutional Premium Mutual Fund	Mutual Funds	—	—	$167K	0.4%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$153K	0.3%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$99K	0.2%
AB Small Cap Growth Portfolio Class Z Mutual Fund	Other securities	—	—	$76K	0.2%
RBC Emerging Markets Equity Fund Class R6 Mutual Fund	Other securities	—	—	$75K	0.2%
American Century Mid Cap Value Fund R6 Class Mutual Fund	Other securities	—	—	$73K	0.2%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$64K	0.1%
Cohen & Steers Realty Shares Fund Class Z Mutual Fund	Other securities	—	—	$57K	0.1%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$6K	<0.1%