Hb Performance Systems, Inc. Defined Benefit Plan
Sponsored by Hb Performance Systems, Inc. · EIN 202905208 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 24
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $54,698 |
| Dana Investment Advisors Inc | Investment advisory (plan), Direct payment from the plan | $22,023 |