AUMdb

Hubbell Realty Company Select Savings Plan

Sponsored by Hubbell Realty Company · EIN 426055401 · Plan #002

Total assets
$34.8M
Net assets
$34.8M
Active participants
378
With balances
481

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $80,132
Capfinancial Partners, Llc Investment advisory (plan), Direct payment from the plan $68,202