HUB Retirement & Wealth Management

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

Active participants

449

Total plan assets

$233.0M

Filings (rows)

Direct comp

$200K

Indirect comp

Showing only "HUB RETIREMENT & WEALTH MANAGEMENT"

View all 7 variants aggregated →

HUB RETIREMENT & WEALTH MANAGEMENT4 HUB RETIREMENT AND WEALTH MGT2 HUB RETIREMENT AND WEALTH MANAG2 HUB RETIREMENT AND PRIVATE WEALTH2 HUB RETIREMENT AND WEALTH2 HUB RETIREMENT & WEALTH MGMT1

SERVICES PROVIDED

Advisor / Consultant3

Other service providers1

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Riemer & Braunstein LLP Riemer & Braunstein LLP 401(k) and Profit Sharing Plan · all filings	BOSTON, MA	Advisor / Consultant	146	$87.6M	$67K	$0
Riemer & Braunstein LLP Riemer & Braunstein LLP 401(k) and Profit Sharing Plan · all filings	BOSTON, MA	Advisor / Consultant	148	$78.5M	$47K	$0
Riemer & Braunstein LLP Riemer & Braunstein LLP 401(k) and Profit Sharing Plan · all filings	BOSTON, MA	Advisor / Consultant	155	$66.8M	$59K	$0
The Surgical Clinic, PLLC The Surgical Clinic 401(k) Profit Sharing Plan · all filings	NASHVILLE, TN	Other service providers	0	$0	$27K	$0