Form 5500 Search

HBKS WEALTH ADVISORS

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
16
Active participants
3,510
Total plan assets
$362.1M
Filings (rows)
16
Direct comp
$591K
Indirect comp
$0

SERVICES PROVIDED

Other9
Advisor / Consultant7

Top plans served

All 16 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC.
MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC. PROFIT SHARING PLAN
COLUMBUS, OH
Other
NONE
136$133.2M$6K
NC EMPLOYMENT GROUP, INC.
NEAL COMMUNITIES 401(K) PLAN
SARASOTA, FL
Advisor / Consultant
ADVISOR
344$37.0M$64K
NC EMPLOYMENT GROUP, INC.
NEAL COMMUNITIES 401(K) PLAN
SARASOTA, FL
Advisor / Consultant
ADVISOR
305$29.9M$48K
APT ADVANCED POLYMER TECHNOLOGY CORP.
APT ADVANCED POLYMER TECHNOLOGY CORP. 401(K) PROFIT SHARING PLAN
DALTON, GA
Advisor / Consultant
ADVISOR
664$25.1M$55K
APT ADVANCED POLYMER TECHNOLOGY CORP.
APT ADVANCED POLYMER TECHNOLOGY CORP. 401(K) PROFIT SHARING PLAN
EVANS CITY, PA
Advisor / Consultant
ADVISOR
585$21.7M$56K
LAKE SHORE SAVINGS BANK
LAKE SHORE SAVINGS BANK 401(K) SAVINGS PLAN
DUNKIRK, NY
Other
NONE
109$16.8M$40K
LAKE SHORE SAVINGS BANK
LAKE SHORE SAVINGS BANK 401(K) SAVINGS PLAN
DUNKIRK, NY
Other
NONE
108$16.6M$31K
LAKE SHORE SAVINGS BANK
LAKE SHORE SAVINGS BANK 401(K) SAVINGS PLAN
DUNKIRK, NY
Other
NONE
106$15.2M$43K
SCOTLYNN USA DIVISION, INC.
SCOTLYNN USA DIVISION INC. 401(K) PLAN
FORT MYERS, FL
Other
NONE
286$12.6M$50K
IP SERVICES, INC.
IP SERVICES 401(K) PROFIT SHARING PLAN
EDINBORO, PA
Other
NONE
78$11.9M$31K
IP SERVICES, INC.
IP SERVICES 401(K) PROFIT SHARING PLAN
EDINBORO, PA
Other
NONE
66$10.2M$31K
SCOTLYNN USA DIVISION, INC.
SCOTLYNN USA DIVISION INC. 401(K) PLAN
FORT MYERS, FL
Other
NONE
344$9.7M$42K
SCOTLYNN USA DIVISION, INC.
SCOTLYNN USA DIVISION INC 401(K) PLAN
FORT MYERS, FL
Other
NONE
228$6.4M$31K
MED-FAST PHARMACY, INC.
MED-FAST PHARMACY, INC. PROFIT SHARING PLAN
ALIQUIPPA, PA
Advisor / Consultant
INVESTMENT ADVISORY - PL
47$5.5M$20K
MED-FAST PHARMACY, INC.
MED-FAST PHARMACY, INC. PROFIT SHARING PLAN
ALIQUIPPA, PA
Advisor / Consultant
INVESTMENT ADVISORY - PL
51$5.2M$18K
MED-FAST PHARMACY, INC.
MED-FAST PHARMACY, INC. PROFIT SHARING PLAN
ALIQUIPPA, PA
Advisor / Consultant
INVESTMENT ADVISORY - PL
53$5.1M$24K
HBKS WEALTH ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search