Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Hardman Johnston Global Advisors
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.
Hardman Johnston Global Advisors is named as a service provider on the Schedule C of 57 retirement plans with 100 or more participants for plan year 2024, covering 540,410 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $8.8M. Per plan, the median was $27.75 per participant, with the middle half of plans between $15.95 and $57.52. 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 Pennsylvania (12), Maryland (11) and New Jersey (11).
In 2009 it appeared on 33 such filings; in 2024, 60. 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 | $15.95 | $27.75 | $57.52 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.06% |
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 |
|---|---|---|---|---|---|
| Legacy Plan of the National Retirement Fund | BD of Trustees-Legacy Plan of the National Retirement Fund | NY | 184,550 | $1.83B | $698K |
| Adjustable Plan of the National Retirement Fund | BD of Trustees-Adjustable Plan of the National Retirement Fund | NY | 45,017 | $161M | $52K |
| Eastern Atlantic States Carpenters Pension Fund | Board of Trustees Eastern Atlantic States Carpenters Pension Fund | PA | 39,234 | $4.55B | $838K |
| Eastern Atlantic States Carpenters Annuity Fund | Board of Trustees Eastern Atlantic States Carpenters Annuity Fund | PA | 34,950 | $2.17B | $373K |
| UFCW Local 1262 & Employers Pension Fund | Trustees UFCW Local 1262 Pension Fund | NJ | 25,701 | $999M | $871K |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $273K |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | NJ | 11,674 | $1.19B | $464K |
| UFCW Unions and Participating Employers Pension Plan | Board of Trustees the UFCW Unions and Participating Employers Pension | MD | 11,636 | $94.1M | $36K |
| Midwest Pension Plan | Board of Trustees - Midwest Pension Plan | IL | 11,544 | $122M | $69K |
| Operating Eng Cons Ind Misc. Pension Fund | BD of TR Oper Eng Cons. Industry Miscellaneous Pension Fund | PA | 10,156 | $845M | $175K |
| New Jersey Health Care Employers- Pension Plan | District 1199J-NEW Jersey Health Care Employers- | NJ | 9,907 | $255M | $16K |
| Unite Here! Local 54 Severance Fund | Jt. Bd. of Trustees of the Unite Here! Local 54 | NJ | 9,882 | $40.6M | $39K |
| Pipe Trades Services MN Pension Fund | Trustees of the Pipe Trades Services MN Pension Trust | MN | 9,553 | $1.57B | $153K |
| Teamsters Local 639 - Employers Pension Trust Fund | Joint Board of Trustees Teamsters Local 639 - Employers Pension Trust | DC | 9,501 | $1.72B | $619K |
| 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 | $42K |
| Harley-Davidson Retirement Plan | Harley-Davidson Motor Company, Inc. | WI | 7,834 | $1.85B | $83K |
| International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware | International Union of Operting Eng. Pen Fund of E.pennsylvania and de | PA | 7,393 | $1.06B | $744K |
| Local 68 Engineers Union Annuity Plan | Local 68 Engineers Union Annuity Fund Board of Trustees | NJ | 7,033 | $971M | $191K |
| Laborers Local Union No. 158 Pension Plan | Laborers Local Union No. 158 Pension Fund | PA | 5,499 | $246M | $92K |
| Tri-State Carpenters and Joiners Pension Trust Fund | Board of Trustees - Tri-State Carpenters and Joiners Pension | TN | 5,492 | $451M | $112K |
| Local 68 Engineers Union Pension Plan | Local 68 Engineers Union Pension Fund Board of Trustees | NJ | 5,417 | $462M | $124K |
| Carolina Electrical Workers Retirement Fund | Board of Trustees of Carolina Electrical Workers Retirement Fund | FL | 5,190 | $154M | $78K |
| Laborers Local 57 Industrial Pension Plan | Trustees of Laborers Local 57 Industrial Pension | PA | 4,325 | $338M | $153K |
| Consolidated Retirement Plan | Board of Trustees Consolidated Retirement Fund | NY | 4,269 | $492M | $194K |
| Sheet Metal Workers Pension Fund of Local Union No. 19 | Sheet Metal Workers Pension Fund of Local Union | PA | 4,207 | $519M | $263K |
| Plumbers and Steamfitters Local 486 Pension Fund | Plumbers and Steamfitters 486 Pension Fund Board of Trustees | MD | 3,602 | $382M | $131K |
| Cement and Concrete Workers DC Pension Fund | Board of Trustees of the Cement and Concrete Workers DC Pension FD | NY | 2,953 | $715M | $218K |
| Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity | Board of Trustees, Operating Engineers Pension Trust Fund of Washingto | MD | 2,896 | $203M | $40K |
| Munson Retirement Plan | Munson Healthcare | MI | 2,623 | $371M | $70K |
| A.f.of L.-A.g.c. Building Trades Pension Plan | A.f.of L.-A.g.c. Building Trades Pension | AL | 2,321 | $183M | $64K |
| Teamsters Local 830 Pension Plan | Teamsters Local 830 Pension Plan | PA | 2,247 | $188M | $116K |
| Marble,tile and Terrazzo Workers Individual Account Fund | Trustees of the Marble,tile and Terrazzo Workers | MD | 2,228 | $9.8M | $15K |
| Local 854 Pension Fund | Board of Trustees of Local 854 Pension Fund | NY | 1,986 | $61.6M | $28K |
| Plumbers and Steamfitters Local 60 Pension Fund | Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund | LA | 1,957 | $90.4M | $17K |
| 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 | $125K |
| Plumbers Local 9 Pension Plan | Plumbers Local 9 Pension Fund | NJ | 1,867 | $307M | $37K |
| Twu-Westchester Private Bus Lines Pension Trust | Twu-Westchester Private Bus Lines Pension Trust | NY | 1,852 | $209M | $70K |
| Plumbers Lu No 690 Supplemental Retirement Plan | BD of Tees of Plumbers Lu No 690 SRP | PA | 1,800 | $156M | $73K |
| Operating Eng. Local 474 Defined Contribution | Operating Eng. Local 474 Defined Contribution | TN | 1,442 | $61.3M | $29K |
| Teamsters Local 469 Pension Plan | Trustees of Teamsters Local No. 469 Pension Fund | NJ | 1,401 | $163M | $24K |
Questions and answers
How many plans does Hardman Johnston Global Advisors serve?
57 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 Hardman Johnston Global Advisors?
The median plan reported $27.75 per participant in direct and indirect compensation (57 plans reporting an amount), or 0.04% 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 (44 plans), Investment advisory (plan) (2 plans), Custodial (securities) (1 plans) and Named fiduciary (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.