AUMdb

Hannon Armstrong Capital Llc 401 K Plan

Sponsored by Hannon Armstrong Capital Llc · EIN 542022685 · Plan #001

Total assets
$34.5M
Net assets
$34.5M
Active participants
158
With balances
213

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024
Neuberger Berman Bd Llc CRD 2908 fuzzy_auto · 97% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T. Rowe Price Rps, Inc. Recordkeeping, Trustee (institutional), Trustee (directed) $45,890
Pimco Recordkeeping, Trustee (institutional), Trustee (directed) $0
Dodge & Cox Recordkeeping, Trustee (institutional), Trustee (directed) $0
Parnassus Recordkeeping, Trustee (institutional), Trustee (directed) $0
Invesco Small Recordkeeping, Trustee (institutional), Trustee (directed) $0
Neuberger Berman Recordkeeping, Trustee (institutional), Trustee (directed) $0
Columbia Recordkeeping, Trustee (institutional), Trustee (directed) $0
Fidelity Recordkeeping, Trustee (institutional), Trustee (directed) $0
Jpmorgan Recordkeeping, Trustee (institutional), Trustee (directed) $0
Morgan Stanley Recordkeeping, Trustee (institutional), Trustee (directed) $0
Calvert Recordkeeping, Trustee (institutional), Trustee (directed) $0
Putnam Sustainable Recordkeeping, Trustee (institutional), Trustee (directed) $0
Invesco Short Recordkeeping, Trustee (institutional), Trustee (directed) $0