2023 Form 5500 filing — Hamilton Lane Advisors, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015111711NAL0016214547001) for Hamilton Lane Advisors, LLC 401(K) Plan, reported by Hamilton Lane Advisors, LLC under EIN 23-2962336 and plan number 001. It reports 604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111711NAL0016214547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hamilton Lane Advisors, LLC
- EIN
- 23-2962336
- Plan number
- 001
- Location
- Conshohocken, PA
- Participants
- 604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,185,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,185,050
- Employer contributions
- $2,461,352
- Participant contributions
- $6,097,391
- Total income / additions
- $23,027,462
- Benefits paid
- $4,100,908
- Administrative expenses
- $106,526
- Total expenses
- $4,207,434
- Net increase / (decrease)
- $18,820,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,165 | $0 |
| Mma Securities LLC | INVESTMENT ADVISORY | $25,361 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |