Department of Labor filing

HUB ADVISORS LLC

HUB ADVISORS LLC 401K PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jun 9, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan looks broadly typical among similar plans.

59filing comparison
out of 100
01 · Employer matchSee verified formula

employer contributions, with the stipulation that the employee must be on the payroll at December 31 of each year.

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingImmediate

tion.

04 · Fees and expensesOfficial filing detail

,315 Interest and dividends 2,034,475 Total investment income 41,623,790 Interest income on notes receivable from participants 452,802 Benefits paid to participants ( 43,786,625 ) Administrative expenses ( 444,251 ) Net increase 35,780,927 Net assets available for benefits Beginning of year 267,505,912 End of year $ 303,286,839 See accompanying notes to financial statements.

05 · Investment choicesNot stated in official filing

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot stated in official filing

A current plan document is needed.

07 · Automatic enrollmentReported

ns, Company discretionary profit-sharing contributions, as well as the participant’s share of the Plan’s income and any related administrative expenses and his or her withdrawals.

08 · Roth 401(k)Available

Available

09 · Employer contribution vs. peers71th percentile

Up 0.0% over the filing history shown.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0%

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202559out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions71st percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense33rd percentileTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, HUB ADVISORS LLC reported $51,148 in employer contributions across this plan, or $5,683 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating9

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison59/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$51,148
$5,683 per active participant
Participant contributions
$191,162
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
21.1%
Active participants
9
Small plan
Total participants
9
9 at the beginning of the year
Ending assets
$645,615
$71,735 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$329,229
Ending net assets
$645,615
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$318,903
Total expenses
$2,517
Administrative expenses
$2,517
$280 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$5,683
Administrative cost per participant
2025
$280
Active participants
2025
9
Total plan assets
2025
$645,615
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$5,6839645.6K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
372059871-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jul 1, 2023
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2S2T3D3H

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025Hub Group, Inc. — 11-K filed 2026-06-29
Official filing · details not yet checked
What it says about employer contributions

employer contributions, with the stipulation that the employee must be on the payroll at December 31 of each year. For the plan year ended December 31, 2025, the Company provided matching contributions equal to 50 % of each participant’s pretax and/or Roth contributions up to a maximum of 3 % of each participant’s qualified earnings or $ 10,500 , whichever was less. For the plan year ended December 31, 2024, the Company provided matching contributions equal to 50 % of each participant’s pretax and/or Roth contributions up to a maximum of 3 % of each participant’s qualified earnings or $ 10,350 , whichever was less. Catch up contributions are not eligible to be matched. The Company may also make an annual discretionary profit-sharing contribution in an amount determined by the Board of Tru

What it says about vesting

tion. Employees may opt out of the automatic enrollment, stop contributions, modify their contribution rate, or change investment elections at any time. Vesting : Participants are immediately vested in their contributions and employer contributions plus earnings thereon. Any forfeitures that arise, primarily from return of excess employer contributions, are used to pay plan expenses or to reduce the employer matching contribution. As of December 31, 2025 and 2024, $ 44,189 and $ 31,310 forfeitures were available to pay expenses or offset future employer contributions, respectively. (Continued) 4. HUB GROUP EMPLOYEE PROFIT SHARING AND TRUST PLAN NOTES TO FINANCIAL STATEMENTS December 31, 2025 and 2024 NOTE 1 - DESCRIPTION OF PLAN (Continued) Payment of Benefits : On termination of service d

What it says about automatic enrollment

ns, Company discretionary profit-sharing contributions, as well as the participant’s share of the Plan’s income and any related administrative expenses and his or her withdrawals. Automatic Enrollment : The Plan includes a qualified automatic contribution arrangement, pursuant to which all newly eligible employees are enrolled automatically with a 6 % tax-deferred contribution rate, unless the employee elects otherwise. These contributions are invested in the Plan’s default investment option. Employees may opt out of the automatic enrollment, stop contributions, modify their contribution rate, or change investment elections at any time. Vesting : Participants are immediately vested in their contributions and employer contributions plus earnings thereon. Any forfeitures that arise, primaril

What it says about fees

,315 Interest and dividends 2,034,475 Total investment income 41,623,790 Interest income on notes receivable from participants 452,802 Benefits paid to participants ( 43,786,625 ) Administrative expenses ( 444,251 ) Net increase 35,780,927 Net assets available for benefits Beginning of year 267,505,912 End of year $ 303,286,839 See accompanying notes to financial statements. 3. HUB GROUP EMPLOYEE PROFIT SHARING AND TRUST PLAN NOTES TO FINANCIAL STATEMENTS December 31, 2025 and 2024 NOTE 1 - DESCRIPTION OF PLAN The following brief description of the Hub Group Employee Profit Sharing and Trust Plan (“the Plan”) is provided for general information purposes only. Participants should refer to the Plan document for more complete information. General : The Plan is a defined contribution plan esta

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260609115759NAL0011363490001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗