How big is Hubert, Inc.'s plan?

Hubert, Inc.'s plan reported $257K in assets and 6 participants for 2024.

Original filing (PDF)20251010115415NAL0004569539001

Hubert, Inc.

Name: Hubert, Inc. — Hubert, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: Hubert, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hubert, Inc. Cash Balance Plan

Defined-benefit pension plan · Hubert, Inc.'s Hubert, Inc. Cash Balance Plan held $257K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

Plan identifiers

Hubert, Inc.'s EIN is 95-4690158.

EIN 95-4690158

Plan number 001

Plan year 2024

ACK ID 20251010115415NAL0004569539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hubert, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

HUBERT, INC.

EIN

all filings

Address

606 S. OLIVE STREET · LOS ANGELES, CA · 90014

Phone

(213) 627-0234

Industry

Wholesale Trade

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

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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