Kristin Brandt signed Hamilton Lane Advisors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hamilton Lane Advisors, LLC's EIN is 23-2962336.
Download the official 2024 Form 5500 (PDF) for Hamilton Lane Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hamilton Lane Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | $12.7M | $16.7M | 17.6% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | $9.6M | $10.9M | 11.5% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | $8.7M | $9.5M | 10.1% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $8.2M | $9.3M | 9.8% | |
| JP Morgan Large Cap Growth | Other securities | — | $4.9M | $6.5M | 6.8% | |
| Vanguard Information Technology Index Adm | Mutual Funds | — | $3.3M | $5.1M | 5.4% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | $4.5M | $4.7M | 5.0% | |
| Vanguard Small Cap Index Signal | Mutual Funds | — | $2.8M | $3.2M | 3.4% | |
| JPMorgan US Research Enhanced Equity | Other securities | — | $2.6M | $3.1M | 3.3% | |
| Vanguard Mid Cap Index Signal | Mutual Funds | — | $2.2M | $2.5M | 2.7% | |
| Vanguard Total International Stock Index Signal | Mutual Funds | — | $2.6M | $2.5M | 2.7% | |
| Reliance Trust Stable Value Fund | Stable Value | — | $2.7M | $2.4M | 2.6% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.4M | 2.6% | |
| MassMutual Select Mid Cap Growth Fund | Other securities | — | $3.1M | $2.4M | 2.6% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | $2.5M | $2.1M | 2.2% | |
| T. Rowe Price New Horizons | Other securities | — | $2.2M | $1.9M | 2.0% | |
| Columbia Dividend Income Institutional 3 | Other securities | — | $1.8M | $1.9M | 2.0% | |
| PIMCO Income Fund Instl | Mutual Funds | — | $1.9M | $1.8M | 1.9% | |
| Blackrock High Yield Portfolio | Other securities | — | $1.2M | $1.2M | 1.2% | |
| American Funds New World Fund Inc | Mutual Funds | — | $1.0M | $1.1M | 1.1% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | $896K | $1.0M | 1.1% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | $998K | $960K | 1.0% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | $1.0M | $941K | 1.0% | |
| Allspring Special Mid Cap Value | Other securities | — | $839K | $862K | 0.9% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | $544K | $575K | 0.6% | |
| Participant notes Maturing July 2025 - March 2034 5.25% -10.50% Interest rate - | Bonds / Notes | — | — | $467K | 0.5% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | $457K | $440K | 0.5% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | $365K | $360K | 0.4% | |
| Vanguard Total International Bond Index | Mutual Funds | — | $249K | $251K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $26K | — |
