HB WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
17
Active participants
102,367
Total plan assets
$20.8B
Filings (rows)
17
Direct comp
$325K
Indirect comp
$0
Aggregating 2 name variants under "HB WEALTH"
SERVICES PROVIDED
Other14
Advisor / Consultant3
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 42,968 | $7.7B | $10K |
| HUMANA INC. HUMANA RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Other NONE | 44,901 | $7.4B | $9K |
| KING & SPALDING LLP KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN | ATLANTA, GA | Other NONE | 2,071 | $1.3B | $36K |
| KING & SPALDING LLP KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN | ATLANTA, GA | Other NONE | 1,967 | $1.1B | $47K |
| KING & SPALDING LLP KING & SPALDING LLP PROFIT SHARING - 401(K) PLAN | ATLANTA, GA | Other NONE | 1,984 | $899.8M | $56K |
| NELSON MULLINS RILEY & SCARBOROUGH LLP NELSON MULLINS RETIREMENT PLAN | COLUMBIA, SC | Other NONE | 1,831 | $678.9M | $23K |
| NELSON MULLINS RILEY & SCARBOROUGH LLP NELSON MULLINS RETIREMENT PLAN | COLUMBIA, SC | Other NONE | 1,733 | $617.4M | $6K |
| RESURGENS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 1,029 | $187.3M | $11K |
| RESURGENS ORTHOPAEDICS, P.C. RESURGENS ORTHOPAEDICS 401(K) RETIREMENT PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 945 | $175.5M | $11K |
| ARNALL GOLDEN GREGORY LLP ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN | ATLANTA, GA | Other NONE | 248 | $172.8M | $20K |
| ARNALL GOLDEN GREGORY LLP ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN | ATLANTA, GA | Other NONE | 244 | $158.2M | $18K |
| ARNALL GOLDEN GREGORY LLP ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN | ATLANTA, GA | Other NONE | 232 | $136.3M | $7K |
| THE WINE GROUP, INC. THE WINE GROUP RETIREMENT & SAVINGS PLAN | RIPON, CA | Other NONE | 623 | $135.7M | $6K |
| SWIFT, CURRIE, MCGHEE & HIERS SWIFT, CURRIE, MCGHEE & HIERS 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 347 | $96.1M | $16K |
| SWIFT, CURRIE, MCGHEE & HIERS SWIFT, CURRIE, MCGHEE & HIERS 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Other NONE | 332 | $74.0M | $13K |
| GEORGIA UROLOGY, P.A. GEORGIA UROLOGY, P.A. 401(K) SAVINGS PLAN | MCDONOUGH, GA | Advisor / Consultant ADVISOR | 584 | $54.4M | $19K |
| GEORGIA UROLOGY, P.A. GEORGIA UROLOGY, P.A. 401(K) SAVINGS PLAN | MCDONOUGH, GA | Other NONE | 328 | $42.7M | $15K |