Hamilton Lane Advisors, LLC 401(K) Plan — Form 5500 plan (Hamilton Lane Advisors, LLC)
Plain-English plan 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, Hamilton Lane Advisors, LLC 401(K) Plan is a benefit plan reported by Hamilton Lane Advisors, LLC under EIN 23-2962336 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $79,185,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hamilton Lane Advisors, LLC
- EIN
- 23-2962336
- Plan number
- 001
- Plan type
- 2
- Location
- Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 604
- End-of-year plan assets
- $79,185,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 604 | H, C | 20241015111711NAL0016214547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,185,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,185,050
- Net assets (BOY)
- $60,365,022
Income & contributions
- Employer contributions
- $2,461,352
- Participant contributions
- $6,097,391
- Total contributions
- $9,656,320
- Total income / additions
- $23,027,462
Expenses & distributions
- Benefits paid
- $4,100,908
- Administrative expenses
- $106,526
- Total expenses
- $4,207,434
- Net increase / (decrease)
- $18,820,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $81,165 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $25,361 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hamilton Lane Advisors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Conshohocken, PA
- Principal Life Insurance Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation