Form 5500 Search

HUB INVESTMENT

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
68
Active participants
45,078
Total plan assets
$3.5B
Filings (rows)
68
Direct comp
$1.4M
Indirect comp
$595K
Aggregating 2 name variants under "HUB INVESTMENT"

SERVICES PROVIDED

Advisor / Consultant49
Other19

Top plans served

All 68 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
VALLEY CHILDREN'S HOSPITAL
VALLEY CHILDREN'S HOSPITAL DEFINED CONTRIBUTION RETIREMENT PLAN
MADERA, CA
Advisor / Consultant
INVESTMENT ADVISOR
3,806$611.8M$16K
RADIOLOGY PARTNERS INC
RADIOLOGY PARTNERS, INC. 401(K) PROFIT SHARING PLAN
AUSTIN, TX
Other
NONE
4,389$412.4M$6K
NEBRASKA FURNITURE MART, INC.
THE NEBRASKA FURNITURE MART, INC. PROFIT SHARING PLAN
OMAHA, NE
Advisor / Consultant
CONSULTANT
4,640$400.2M$35K
NEBRASKA FURNITURE MART, INC.
THE NEBRASKA FURNITURE MART, INC. PROFIT SHARING PLAN
OMAHA, NE
Advisor / Consultant
CONSULTANT
4,880$349.4M$35K
NEBRASKA FURNITURE MART, INC.
THE NEBRASKA FURNITURE MART, INC. PROFIT SHARING PLAN
OMAHA, NE
Advisor / Consultant
CONSULTANT
4,955$290.3M$17K
PHYSICANS MUTUAL INSURANCE COMPANY PHYSICIANS LIFE INSURANCE COMPANY
PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST
OMAHA, NE
Other
NONE
1,039$268.5M$16K
GREAT PLAINS COMMUNICATIONS LLC
GREAT PLAINS COMMUNICATIONS LLC AND ADOPTING AFFILIATES 401(K) PLAN
BLAIR, NE
Other
NONE
373$62.5M$113K
KOLEY JESSEN P.C., L.L.O.
KOLEY JESSEN P.C. 401(K) PLAN
OMAHA, NE
Advisor / Consultant
ADVISOR
213$62.0M$25K
GREAT PLAINS COMMUNICATIONS LLC
GREAT PLAINS COMMUNICATIONS LLC AND ADOPTING AFFILIATES 401(K) PLAN
BLAIR, NE
Other
NONE
390$54.5M$93K
KOLEY JESSEN P.C., L.L.O.
KOLEY JESSEN P.C. 401(K) PLAN
OMAHA, NE
Advisor / Consultant
ADVISOR
199$53.3M$6K
BUILDERTREND SOLUTIONS, INC.
BUILDERTREND SOLUTIONS, INC. 401(K) PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
805$51.9M$0
GREAT PLAINS COMMUNICATIONS LLC
GREAT PLAINS COMMUNICATIONS LLC AND ADOPTING AFFILIATES 401(K) PLAN
BLAIR, NE
Other
NONE
376$44.0M$97K
CAPE HENRY COLLEGIATE SCHOOL
CAPE HENRY COLLEGIATE RETIREMENT PLAN
VIRGINIA BEACH, VA
Advisor / Consultant
ADVISOR
178$32.6M$10K
MILL CREEK LUMBER & SUPPLY CO.
MILL CREEK LUMBER & SUPPLY CO. EMPLOYEE SAVINGS 401(K) PLAN
TULSA, OK
Advisor / Consultant
INVESTMENT ADVISOR
708$32.1M$54K
QUALITY LIVING, INC.
QUALITY LIVING, INC. 401(K) RETIREMENT PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
439$31.7M$0
WPLG, INC.
WPLG, 401(K) PLAN
PEMBROKE PARK, FL
Advisor / Consultant
ADVISOR
188$31.4M$33K
QUALITY LIVING, INC.
QUALITY LIVING, INC. 401(K) RETIREMENT PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
407$28.1M$0
WPLG, INC.
WPLG, 401(K) PLAN
PEMBROKE PARK, FL
Advisor / Consultant
ADVISOR
201$27.5M$27K
OWEN INDUSTRIES, INC.
OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN
CARTER LAKE, IA
Advisor / Consultant
INVESTMENT ADVISORY
466$26.8M$23K
JOURNEY GROUP COMPANIES
JOURNEY GROUP 401(K) PLAN
SIOUX FALLS, SD
Advisor / Consultant
INVESTMENT ADVISOR
283$26.1M$40K
SURGICAL MANAGEMENT PROFESSIONALS, LLC
SURGICAL CENTERS 401(K) RETIREMENT PLAN
SIOUX FALLS, SD
Advisor / Consultant
INVESTMENT ADVISOR
383$25.2M$57K
COMPSOUCE MUTUAL INSURANCE COMPANY
COMPSOURCE RETIREMENT SAVINGS PLAN
OKLAHOMA CITY, OK
Advisor / Consultant
INVESTMENT ADVISOR
286$24.9M$8K
OWEN INDUSTRIES, INC.
OWEN INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN
CARTER LAKE, IA
Advisor / Consultant
INVESTMENT ADVISORY
466$23.4M$25K
SURGICAL MANAGEMENT PROFESSIONALS, LLC
SURGICAL CENTERS 401(K) RETIREMENT PLAN
SIOUX FALLS, SD
Advisor / Consultant
INVESTMENT ADVISOR
403$22.3M$0
JOURNEY GROUP COMPANIES
JOURNEY GROUP 401(K) PLAN
SIOUX FALLS, SD
Advisor / Consultant
INVESTMENT ADVISOR
256$22.1M$46K
WPLG, INC.
WPLG, 401(K) PLAN
PEMBROKE PARK, FL
Advisor / Consultant
ADVISOR
208$22.0M$34K
UNIVERSITY OF SIOUX FALLS
UNIVERSITY OF SIOUX FALLS 403(B) PLAN
SIOUX FALLS, SD
Advisor / Consultant
INVESTMENT ADVISOR
367$21.6M$38K
MID AMERICA COMPUTER CORPORATION
MID AMERICA COMPUTER CORPORATION 401(K) PLAN
BLAIR, NE
Advisor / Consultant
ADVISOR
114$21.4M$53K
MILLARD LUMBER INC.
MILLARD LUMBER INC. SALARY SAVINGS PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
243$21.3M$0
UNIVERSITY OF SIOUX FALLS
UNIVERSITY OF SIOUX FALLS 403(B) PLAN
SIOUX FALLS, SD
Advisor / Consultant
INVESTMENT ADVISOR
362$20.9M$34K
HILLCREST HEALTH SYSTEMS INC
HILLCREST HEALTH 401K PLAN
BELLEVUE, NE
Other
NONE
1,174$20.4M$0
MILLARD LUMBER INC.
MILLARD LUMBER INC. SALARY SAVINGS PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
227$19.3M$0
MONOLITH MATERIALS, INC.
MONOLITH MATERIALS, INC. 401(K) PLAN
LINCOLN, NE
Other
SERVICE PROVIDER
258$18.9M$0
JOURNEY GROUP COMPANIES
JOURNEY GROUP 401(K) PLAN
SIOUX FALLS, SD
Advisor / Consultant
INVESTMENT ADVISOR
249$18.2M$7K
UNIVERSITY OF SIOUX FALLS
UNIVERSITY OF SIOUX FALLS 403(B) PLAN
SIOUX FALLS, SD
Advisor / Consultant
INVESTMENT ADVISOR
181$18.0M$7K
SURGICAL MANAGEMENT PROFESSIONALS, LLC
SURGICAL CENTERS 401(K) RETIREMENT PLAN
SIOUX FALLS, SD
Advisor / Consultant
ADVISOR
303$17.1M$0
SIOUXLAND SURGERY CENTER LIMITED PARTNERSHIP
SIOUXLAND SURGERY CENTER LP DBA SURGICAL DUNES CENTER 401(K) RETIREMENT PLAN
DAKOTA DUNES, SD
Advisor / Consultant
INVESTMENT ADVISOR
278$16.8M$34K
MILLARD LUMBER INC.
MILLARD LUMBER INC. SALARY SAVINGS PLAN
OMAHA, NE
Advisor / Consultant
RIA
191$16.7M$40K
SIOUXLAND SURGERY CENTER LIMITED PARTNERSHIP
SIOUXLAND SURGERY CENTER LP DBA SURGICAL DUNES CENTER 401(K) RETIREMENT PLAN
DAKOTA DUNES, SD
Advisor / Consultant
INVESTMENT ADVISOR
244$16.5M$30K
MIAMI NATION ENTERPRISES
MIAMI NATION ENTERPRISES 401(K) PROFIT SHARING PLAN
MIAMI, OK
Advisor / Consultant
INVESTMENT ADVISOR
559$15.4M$33K
ADAMS LAND & CATTLE, LLC
ADAMS LAND & CATTLE, LLC 401(K) PLAN
BROKEN BOW, NE
Advisor / Consultant
INVESTMENT ADVISOR
167$14.8M$34K
SIOUXLAND SURGERY CENTER LIMITED PARTNERSHIP
SIOUXLAND SURGERY CENTER LP DBA SURGICAL DUNES CENTER 401(K) RETIREMENT PLAN
DAKOTA DUNES, SD
Advisor / Consultant
INVESTMENT ADVISOR
218$14.4M$30K
MONOLITH MATERIALS, INC.
MONOLITH MATERIALS, INC. 401(K) PLAN
LINCOLN, NE
Other
SERVICE PROVIDER
259$12.7M$0
KASPAR WIRE WORKS, INC.
KASPAR COMPANIES & AFFILIATES 401(K) SAVINGS PLAN
SHINER, TX
Advisor / Consultant
INVESTMENT ADVISOR
404$12.5M$674
ADAMS LAND & CATTLE, LLC
ADAMS LAND & CATTLE, LLC 401(K) PLAN
BROKEN BOW, NE
Advisor / Consultant
INVESTMENT ADVISOR
156$12.3M$27K
ADAMS LAND AND CATTLE, LLC
ADAMS LAND & CATTLE, LLC PROFIT SHARING 401(K) PLAN AND TRUST
BROKEN BOW, NE
Advisor / Consultant
INVESTMENT ADVISOR
151$10.5M$27K
COASTAL FARM & HOME SUPPLY, LLC
COASTAL FARM & HOME SUPPLY, LLC 401(K) PLAN
AMMON, ID
Other
NONE
686$10.5M$17K
CHAMPAGNE METALS, LLC
CHAMPAGNE METALS, LLC 401(K) PLAN
GLENPOOL, OK
Advisor / Consultant
INVESTMENT ADVISOR
124$10.3M$34K
TACKLE.IO, INC.
TACKLE.IO, INC. 401(K) PLAN
BOISE, ID
Other
SERVICE PROVIDER
254$10.2M$0
TRIVIUM LIFE SERVICES
TRIVIUM LIFE SERVICES 401(K) PLAN
COUNCIL BLUFFS, IA
Advisor / Consultant
INVESTMENT ADVISOR
399$10.0M$30K
LATSHAW DRILLING CO., LLC
LATSHAW DRILLING CO., LLC 401(K) PLAN
TULSA, OK
Advisor / Consultant
INVESTMENT ADVISOR
139$9.2M$4K
TRIVIUM LIFE SERVICES
TRIVIUM LIFE SERVICES 401(K) PLAN
COUNCIL BLUFFS, IA
Advisor / Consultant
INVESTMENT ADVISOR
396$8.0M$24K
TRAVELEX INSURANCE SERVICES INC.
TRAVELEX INSURANCE SERVICES INC. 401(K) PLAN
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
123$7.9M$23K
M. ROBERTS MEDIA, LLC
M. ROBERTS MEDIA, LLC 401(K) PLAN
LONGVIEW, TX
Advisor / Consultant
ADVISOR
116$7.3M$10K
JIM HAWK TRUCK TRAILERS, INC.
JIM HAWK TRUCK TRAILERS, INC. 401(K) SAVINGS PLAN
COUNCIL BLUFFS, IA
Other
NONE
187$6.9M$7K
GOODWILL INDUSTRIES, INC.
GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN
OMAHA, NE
Other
SERVICE PROVIDER
849$6.7M$0
GOODWILL OF THE GREAT PLAINS
401(K) PLAN OF GOODWILL OF THE GREAT PLAINS
SIOUX CITY, IA
Advisor / Consultant
INVESTMENT ADVISOR
260$6.7M$16K
TRIVIUM LIFE SERVICES
TRIVIUM LIFE SERVICES 401(K) PLAN
COUNCIL BLUFFS, IA
Advisor / Consultant
INVESTMENT ADVISOR
387$6.4M$23K
GOODWILL OF THE GREAT PLAINS
401(K) PLAN OF GOODWILL OF THE GREAT PLAINS
SIOUX CITY, IA
Advisor / Consultant
INVESTMENT ADVISOR
249$6.2M$14K
GOODWILL INDUSTRIES, INC.
GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN
OMAHA, NE
Other
SERVICE PROVIDER
726$5.9M$0
GOODWILL SPECIALTY SERVICES, INC.
GOODWILL SPECIALTY SERVICES, INC. GOVERNMENT CONTRACTORS SAVINGS PLAN
OMAHA, NE
Other
SERVICE PROVIDER
123$5.7M$0
GOODWILL OF THE GREAT PLAINS
401(K) PLAN OF GOODWILL OF THE GREAT PLAINS
SIOUX CITY, IA
Advisor / Consultant
INVESTMENT ADVISOR
258$5.7M$16K
GOODWILL SPECIALTY SERVICES, INC.
GOODWILL SPECIALTY SERVICES, INC. GOVERNMENT CONTRACTORS SAVINGS PLAN
OMAHA, NE
Other
SERVICE PROVIDER
724$5.4M$0
GOODWILL INDUSTRIES, INC.
GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN
OMAHA, NE
Other
SERVICE PROVIDER
738$5.3M$0
OMAHA PERFORMING ARTS
OMAHA PERFORMING ARTS 401(K) PLAN
OMAHA, NE
Other
SERVICE PROVIDER
184$4.7M$0
GOODWILL SPECIALTY SERVICES, INC.
GOODWILL SPECIALTY SERVICES, INC. GOVERNMENT CONTRACTORS SAVINGS PLAN
OMAHA, NE
Other
SERVICE PROVIDER
716$4.5M$0
OMAHA PERFORMING ARTS
OMAHA PERFORMING ARTS 401(K) PLAN
OMAHA, NE
Other
SERVICE PROVIDER
179$3.7M$0
ALL FINISH CONCRETE, INC.
ALL FINISH CONCRETE, INC. 401(K) PLAN
WEST FARGO, ND
Advisor / Consultant
RIA
219$2.7M$4K