Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Hamilton Lane Advisors, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Hamilton Lane Advisors, LLC is named as a service provider on the Schedule C of 45 retirement plans with 100 or more participants for plan year 2024, covering 1,657,779 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $18.6M. Per plan, the median was $14.68 per participant, with the middle half of plans between $5.74 and $30.70. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (12), Maryland (6) and Pennsylvania (5).
In 2009 it appeared on 18 such filings; in 2024, 55. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $5.74 | $14.68 | $30.70 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| IAM National Pension Fund | Board of Trustees of the I.A.M. National Pension Fund | DC | 311,750 | $14.7B | $2.3M |
| 1199SEIU Health Care Employees Pension Fund | Board of Trustees of 1199SEIU Health Care Employees Pension Fund | NY | 296,800 | $16.1B | $3.8M |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | Trustees of UFCW Int'l Union - Industry Pension Fund | IL | 204,155 | $8.12B | $848K |
| Legacy Plan of the National Retirement Fund | BD of Trustees-Legacy Plan of the National Retirement Fund | NY | 184,550 | $1.83B | $661K |
| Sound Retirement Trust | Board of Trustees, Sound Retirement Trust | WA | 107,493 | $2.56B | $1.7M |
| Rocky Mountain UFCW Unions and Employers Retail and Meat Pension Plan | Trustees of the Rocky Mountain UFCW Pension Plan C/o Zenith American S | CO | 68,000 | $1.29B | $214K |
| American Federation of Musicians and Employers' Pension Fund and Subsidiary | Board of Trustees of the American Federation of Musicians and Employe | NY | 52,611 | $3.13B | $800K |
| UFCW International Union-Industry Variable Annuity Pension Plan | Trustees of the UFCW International Union - Industry Variable Annuity P | IL | 51,639 | $300M | $103K |
| Carpenters Pension Trust Fund for Northern California | Carpenters Pension Trust Fund | CA | 50,394 | $6.58B | $289K |
| Marsh & McLennan Companies Retirement Plan | Marsh & McLennan Companies, Inc. | NY | 35,450 | $4.06B | $1.6M |
| Ohio Carpenters' Pension Plan | Trustees of Ohio Carpenters' Pension Plan | MI | 31,115 | $2.12B | $955K |
| New York District Council of Carpenters Pension PL | Board of Trustees of Nycdcc Pension Fund | NY | 30,149 | $5.21B | $372K |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $376K |
| Marathon Petroleum Retirement Plan | Marathon Petroleum Company LP | OH | 23,452 | $2.21B | $47K |
| New England Health Care Employees Pension Plan | Board of Trustees-New England Health Care Employees Pension Fund | CT | 21,117 | $1.01B | $107K |
| Southern California Ibew-Neca Pension Plan | Board of Trustees, Southern California Ibew-Neca | CA | 18,310 | $1.58B | $1.6M |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $365K |
| UFCW Union Local 919 & Contributing Employers' Food Pension Fund | UFCW Union Local 919 & Contributing Empl Pension | CT | 12,913 | $470M | $191K |
| Pension Plan for Employees at Ornl | Ut-Battelle, LLC | TN | 12,721 | $2.40B | $69K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $88K |
| Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity | Pension Fund for Hospital and Health Care Employees | PA | 10,841 | $352M | $120K |
| Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United | Trustees of the Laundry,dry Cleaning Wo Rkers and Allied Industries Re | NY | 9,243 | $193M | $29K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $150K |
| Tri-State Carpenters and Joiners Pension Trust Fund | Board of Trustees - Tri-State Carpenters and Joiners Pension | TN | 5,492 | $451M | $143K |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local NO.292 Pension Plan | MN | 5,243 | $447M | $34K |
| International Brotherhood of Electrical Workers Local Union 98 Pension Plan | Board of Trustees International Brotherh Electrical Workers Pension PL | PA | 4,626 | $623M | $145K |
| Laborers Local 57 Industrial Pension Plan | Trustees of Laborers Local 57 Industrial Pension | PA | 4,325 | $338M | $93K |
| Truck Drivers & Helpers Local Union No. 355 Retirement Plan | Joint Board of Trustees of the Drivers and Helpers Local No. 355 | MD | 4,318 | $732M | $133K |
| Consolidated Retirement Plan | Board of Trustees Consolidated Retirement Fund | NY | 4,269 | $492M | $108K |
| Speedway Retirement Plan | Marathon Petroleum Company LP | OH | 4,262 | $124M | $5,089 |
| Hollow Metal Pension Fund | Hollow Metal Pension Fund | NY | 4,204 | $76.8M | $12K |
| 32BJ Connecticut Pension Fund | BD of Trustees 32BJ Connecticut Pension Fund | NY | 3,634 | $83.5M | $10K |
| Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust | Bot - Oregon Sheet Metal Workers Master Retirement Trust | OR | 3,426 | $527M | $24K |
| IBEW Local 595 Pension Plan | Board of Trustees, IBEW Local 595 Pension Plan | CA | 3,345 | $545M | $372K |
| Pension Fund of Cement Masons Union Local No. 502 | Board of Trustees Cement Masons' Pension Fund | IL | 3,202 | $540M | $26K |
| Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund | BD Ttees Sheet Metal Workers' Local 100 Washington | OR | 2,840 | $391M | $27K |
| Upstate New York Bakery Drivers and Industry Pension Fund | Trustees of the Upstate New York Bakery Drivers and Industry Pension F | NY | 2,265 | $105M | $41K |
| Warehouse Employees Union Local No. 730 Pension Trust Fund | Board of Trustees of Warehouse Employees Local No. 730 Pension Trust F | MD | 1,940 | $150M | $109K |
| Twu-Westchester Private Bus Lines Pension Trust | Twu-Westchester Private Bus Lines Pension Trust | NY | 1,852 | $209M | $125K |
| Plumbers & Steamfitters Local 21 Pension Fund | Board of Trustees P&S Local 21 Pension Fund | NY | 1,813 | $295M | $156K |
Questions and answers
How many plans does Hamilton Lane Advisors, LLC serve?
45 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Hamilton Lane Advisors, LLC?
The median plan reported $14.68 per participant in direct and indirect compensation (45 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (33 plans) and Investment advisory (plan) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.