Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Hudson Edge Investment Partners Inc.
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.
For plan year 2024, 27 retirement plans with 100 or more participants reported paying Hudson Edge Investment Partners Inc. $5,000 or more. Those plans cover 305,233 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.7M. Per plan, the median was $30.06 per participant, with the middle half of plans between $11.00 and $47.49. 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 (8), California (3) and Hawaii (3).
In 2009 it appeared on 56 such filings; in 2024, 28 (down 50%). 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 | $11.00 | $30.06 | $47.49 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.05% |
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 |
|---|---|---|---|---|---|
| Liuna National (Industrial) Pension Fund | Board of Trustees of the Liuna National (Industrial) Pension Fund | DC | 62,697 | $1.51B | $371K |
| UFCW No. California Food Employers Joint Individual Account Plan | Board of Trustees UFCW No. California Food Employers Joint Ind Account | CA | 58,508 | $267M | $98K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $529K |
| Southern Electrical Retirement Fund | Board of Trustees - Southern Electrical Retirement Fund | TN | 25,932 | $2.19B | $329K |
| Operating Engineers' Local 324, Defined Contribution Pension Plan | Joint Board of Trustees, Operating Engineers Local 324, DC | MI | 20,636 | $248M | $91K |
| Western Pennsylvania Teamsters and Employers Pension Fund | W PA Teamsters & Employers Pension | PA | 19,523 | $1.60B | $185K |
| UFCW Local One Pension Fund | BRD of Ttees UFCW Local One Pension Fund | NY | 18,198 | $967M | $88K |
| Central Laborers' Pension Fund | Board of Trustees of Central Laborers' Pension Fund | IL | 16,444 | $1.39B | $443K |
| Liuna Staff and Affiliates Pension Fund | Board of Trustees of Liuna Staff and Affiliates Pension Fund | DC | 11,372 | $1.92B | $385K |
| United Assn Full-Time Sal Off & Emp of Locl Unions Councils, ST & Prov Pen Plan | U a Local Union Officers & Employees Pension Fund | MD | 5,864 | $1.26B | $341K |
| Operating Engineers Local No. 147 Annuity Fund | Board of Trustees - Operating Engineers Local No. 147 Annuity | VA | 3,972 | $64.7M | $15K |
| Hawaii Electricians Annuity Plan | Hawaii Electricians Annuity Plan | HI | 3,867 | $437M | $36K |
| Resilient Floor Covering Pension Fund | Bot of Resilient Floor Covering Pension Fund | CA | 3,809 | $417M | $114K |
| Westchester Heavy Construction Laborers Local 60 Pension Fund | Board of Trustees Local 60 Pension Fund | NY | 2,311 | $341M | $180K |
| Westchester Heavy Construction Laborers Local 60 Annuity Fund | Board of Trustees Local 60 Annuity Fund | NY | 1,751 | $200M | $88K |
| Totaltrust Retirement Fund | Board of Trustees, Totaltrust Retirement Fund | CA | 1,695 | $7.1M | $21K |
| Hawaii Iron Workers' Annuity Plan | Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund | HI | 1,482 | $59.2M | $32K |
| Cement Masons Local No. 886/404 Pension Plan | Cement Masons Local No. 886/404 Pension Plan Board of Trustees | OH | 1,471 | $159M | $45K |
| Hawaii Iron Workers' Pension Plan | Board of Trustees of Hawaii Iron Workers Pension Trust Fund | HI | 1,465 | $176M | $66K |
| Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations | BD Trustees Ret and Pension Plan for Officers and | NY | 656 | $105M | $41K |
| I.B.E.W. Local 139 Pension Plan | Board of Trustees of IBEW Local 139 Pension | NY | 470 | $52.6M | $47K |
| Graphic Communications Union Local 2-C Retirement Benefit Plan | Graphic Communications Union Local 2-C Retirement Plan | MI | 452 | $32.3M | $40K |
| Cahill Gordon & Reindel LLP Pension Plan | Cahill Gordon & Reindel LLP | NY | 423 | $27.7M | $9,131 |
| United Association General Officers and Employees Pension Fund | United Association General Officers and Employees Pension Fund Board O | MD | 389 | $208M | $38K |
| I.B.E.W. Local 139 Annuity Plan | Board of Trustees of IBEW Local 139 Annuity Fund | NY | 385 | $25.3M | $14K |
| Roofers Local No. 241 Pension Fund | Roofers Local No. 241 Pension Fund | NY | 371 | $39.7M | $15K |
| Teamsters Local 418 Pension Plan | Teamsters Local 418 Pension Fund | NJ | 192 | $3.3M | $6,031 |
Questions and answers
How many plans does Hudson Edge Investment Partners Inc. serve?
27 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 Hudson Edge Investment Partners Inc.?
The median plan reported $30.06 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.03% 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 (23 plans) and Investment advisory (plan) (2 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.