Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Hub Investment Advisors Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 27 retirement plans with 100 or more participants reported paying Hub Investment Advisors Inc. $5,000 or more. Those plans cover 20,085 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $899K. Per plan, the median was $81.69 per participant, with the middle half of plans between $41.09 and $110. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Nebraska (16), South Dakota (5) and Iowa (5).
In 2013 it appeared on 6 such filings; in 2024, 28. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $41.09 | $81.69 | $110 |
| Compensation as a share of plan net assets | 0.11% | 0.18% | 0.24% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The Nebraska Furniture Mart, Inc. Profit Sharing Plan | Nebraska Furniture Mart, Inc. | NE | 5,995 | $400M | $35K |
| Bellevue University Defined Contribution Retirement Plan | Bellevue University | NE | 1,878 | $91.0M | $63K |
| Physicians Mutual Defined Contribution Retirement Plan and Trust | Physicans Mutual Insurance Company Physicians Life Insurance Company | NE | 1,562 | $269M | $16K |
| Hillcrest Health 401(k) Plan | Hillcrest Health Systems Inc. | NE | 1,287 | $20.4M | $35K |
| Goodwill Industries, Inc. Omaha Retirement Plan | Goodwill Industries, Inc. | NE | 1,063 | $6.7M | $15K |
| Buildertrend Solutions, Inc. 401(k) Plan | Buildertrend Solutions, Inc. | NE | 979 | $51.9M | $14K |
| Trivium Life Services 401(k) Plan | Trivium Life Services | IA | 573 | $10.0M | $30K |
| Quality Living, Inc. 401(k) Retirement Plan | Quality Living, Inc. | NE | 565 | $31.7M | $59K |
| University of Sioux Falls 403(b) Plan | University of Sioux Falls | SD | 537 | $21.6M | $38K |
| Owen Industries, Inc. Profit Sharing & 401(k) Plan | Owen Industries, Inc. | IA | 514 | $24.7M | $25K |
| The Lund Company 401(k) Savings Plan | The Lund Company | NE | 513 | $13.8M | $25K |
| Surgical Centers 401(k) Retirement Plan | Surgical Management Professionals, LLC | SD | 485 | $25.2M | $57K |
| Great Plains Communications LLC and Adopting Affiliates 401(k) Plan | Great Plains Communications LLC | NE | 443 | $62.5M | $113K |
| Doll Distributing LLC 401(k) Retirement Plan | Doll Distributing LLC | IA | 425 | $35.5M | $40K |
| Journey Group 401(k) Plan | Journey Group Companies | SD | 419 | $26.1M | $40K |
| Siouxland Surgery Center LP DBA Surgical Dunes Center 401(k) Retirement Plan | Siouxland Surgery Center Limited Partnership | SD | 375 | $16.8M | $34K |
| Monolith Materials, Inc. 401(k) Plan | Monolith Materials, Inc. | NE | 340 | $18.9M | $34K |
| 401(k) Plan of Goodwill of the Great Plains | Goodwill of the Great Plains | IA | 319 | $6.7M | $16K |
| Millard Lumber Inc. Salary Savings Plan | Millard Lumber Inc. | NE | 282 | $21.3M | $51K |
| WPLG, 401(k) Plan | WPLG, Inc. | FL | 253 | $31.4M | $33K |
| Jim Hawk Truck Trailers, Inc. 401(k) Savings Plan | Jim Hawk Truck Trailers, Inc. | IA | 245 | $6.9M | $6,892 |
| Adams Land & Cattle, LLC 401(k) Plan | Adams Land & Cattle, LLC | NE | 207 | $14.8M | $34K |
| Goodwill Specialty Services, Inc. Government Contractors Savings Plan | Goodwill Specialty Services, Inc. | NE | 176 | $5.7M | $14K |
| Anova 401(k) Plan | Independent Technologies, LLC | NE | 171 | $7.7M | $21K |
| Boys & Girls Clubs of the Midlands 401(k) Profit Sharing Plan | Boys & Girls Clubs of the Midlands | NE | 166 | $4.6M | $13K |
| Jenkins Living Center Inc. 401(k) Retirement Plan | Jenkins Living Center Inc. | SD | 157 | $4.9M | $16K |
| Travelex Insurance Services Inc. 401(k) Plan | Travelex Insurance Services Inc. | NE | 156 | $7.9M | $23K |
Questions and answers
How many plans does Hub Investment Advisors Inc. serve?
27 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Hub Investment Advisors Inc.?
The median plan reported $81.69 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.18% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (18 plans), Consulting (general) (2 plans), Recordkeeping and information management (2 plans) and Trustee (bank, trust company, or similar financial institution) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.