Hsbc North America (U.S.) Pension Plan
Sponsored by Hsbc North America Holdings Inc. · EIN 232186091 · Plan #001
- Total assets
- $3.3B
- Net assets
- $2.9B
- Active participants
- 2,288
- 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 |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
| Blue Sky Asset Management, Llc CRD 167686 | fuzzy_auto · 93% | 2024 |
| Gqg Partners Llc CRD 283720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $2,538,976 |
| Nisa Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $1,077,452 |
| Jennison Associates Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $959,302 |
| Goldman Sachs Asset Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $799,845 |
| The Northern Trust Company | Trustee (institutional), Direct payment from the plan | $676,724 |
| Neuberger And Berman | Investment management, Direct payment from the plan, Investment management fees (direct) | $657,403 |
| Tower Watson | Consulting (general), Investment advisory (plan), Investment management | $247,000 |
| Aon Consulting | Actuarial, Consulting (general), Consulting (pension) | $240,814 |
| Wellington Trust Company | Investment management, Direct payment from the plan, Investment management fees (direct) | $183,599 |
| Blue Bay Asset Management | Investment management, Direct payment from the plan | $143,465 |
| Mercer | Actuarial, Direct payment from the plan, Investment management fees (direct) | $73,900 |
| Gqg Partners Llc | Investment management, Direct payment from the plan, Soft dollars commissions | $28,185 |