· 2022–2024 · DOL EFAST2
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HUB Retirement & 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
1
Active participants
45
Total plan assets
$26.5M
Filings (rows)
1
Direct comp
$21K
Indirect comp
$0
Showing only "HUB RETIREMENT & WEALTH"
View all 7 variants aggregated →
HUB RETIREMENT & WEALTH MANAGEMENT
4
HUB RETIREMENT AND WEALTH
2
HUB RETIREMENT AND WEALTH MGT
2
HUB RETIREMENT AND PRIVATE WEALTH
2
HUB RETIREMENT AND WEALTH MANAG
2
HUB RETIREMENT & WEALTH MGMT
1
SERVICES PROVIDED
Actuary
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
New England Federal Credit Union
New England Federal Credit Union Defined Benefit Plan and Trust ·
all filings
WILLISTON, VT
Actuary
45
$26.5M
$21K
$0
HUB RETIREMENT & WEALTH
1
HUB Retirement & Wealth — Form 5500 Service Provider Profile | Form 5500 Search