Hsbc North America (U. S.) Tax Reduction Investment Plan
Sponsored by Hsbc North America Holdings Inc. · EIN 232186091 · Plan #005
- Total assets
- $4.9B
- Net assets
- $4.9B
- Active participants
- 6,598
- With balances
- 19,508
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $1,681,574 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Securities brokerage | $477,904 |
| Charles Schwab & Co., Inc. | Other fees | $5,036 |