Pension Plan For Employees Of Hns Management Co Inc Represented By Atu
Sponsored by H N S Management Company Inc · EIN 061002064 · Plan #001
- Total assets
- $314M
- Net assets
- $313M
- Active participants
- 1,074
- 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 |
|---|---|---|
| Asb Capital Management Llc CRD 110995 | fuzzy_auto · 95% | 2024 |
| Garcia Hamilton & Associates Lp CRD 108017 | fuzzy_auto · 98% | 2024 |
| Dahab Associates Inc CRD 108356 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial, Direct payment from the plan | $143,243 |
| Bank Of America | Custodial (securities), Investment management, Float revenue | $131,953 |
| Hgk Trinity Street Intl Fund | Investment management, Investment management fees (direct) | $121,506 |
| Asb Capital Mgmt | Investment management, Investment management fees (direct) | $115,689 |
| Garcia Hamilton & Associates | Investment management, Investment management fees (direct) | $84,565 |
| Hns Mgmt Co Inc | Plan administrator, Direct payment from the plan | $74,135 |
| Dahab Associates, Inc. | Investment advisory (plan), Investment management fees (direct) | $68,163 |
| Columbia Management | Investment management, Investment management fees (direct) | $42,886 |
| Caron & Bletzer | Accounting, Direct payment from the plan | $19,750 |
| Rhumbline | Investment management, Direct payment from the plan | $12,814 |
| Chubb | Insurance services, Direct payment from the plan | $7,408 |