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Original filing (PDF)20251008135103NAL0005942257001
HANNON ARMSTRONG CAPITAL LLC
Form 5500
FILING_RECEIVED
HANNON ARMSTRONG CAPITAL LLC 401K PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
158
Accounts w/ balance
213
Plan assets (EOY)
$34.5M
Net assets (EOY)
$34.5M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANNON ARMSTRONG CAPITAL LLC.
Plan sponsor
Name
HANNON ARMSTRONG CAPITAL LLC
EIN
54-2022685
Address
1 PARK PL STE 200 · ANNAPOLIS, MD · 214013581
Phone
(410) 571-6172
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $46K | — |
| PIMCO | 33-0629048 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| PARNASSUS | 94-6579180 | — | NONE | $0 | — |
| INVESCO SMALL | 26-4521338 | — | NONE | $0 | — |
| NEUBERGER BERMAN | 13-5521910 | — | NONE | $0 | — |
| COLUMBIA | 93-0577450 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| JPMORGAN | 13-2624428 | — | NONE | $0 | — |
| MORGAN STANLEY | 36-3145972 | — | NONE | $0 | — |
| CALVERT | — | WASHINGTON, WA | NONE | $0 | — |
| PUTNAM SUSTAINABLE | 36-4488942 | — | NONE | $0 | — |
| INVESCO SHORT | 26-4521338 | — | NONE | $0 | — |
Investments
37 direct securities · 1 pooled fund· $36.0M(100% of reported assets)
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.
Uncategorized
$29.6M
36 holdings
Mutual Funds
$4.9M
1 holding
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * T. Rowe Price Equity Index 500 Fund | Mutual Funds | — | — | $4.9M | 14.2% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $2.8M | 8.2% | |
| T. Rowe Price Capital Appreciation Fund | — | — | — | $2.6M | 7.6% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $2.4M | 7.0% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $2.0M | 5.9% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $1.8M | 5.2% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $1.7M | 4.8% | |
| Common Collective Trust * T. Rowe Price Stable Value Fund | — | — | — | $1.4M | 4.1% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.1% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $1.4M | 4.1% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $1.4M | 4.0% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.4M | 3.9% | |
| Columbia Dividend Income Instl Fund | — | — | — | $1.3M | 3.9% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $887K | 2.6% | |
| T. Rowe Price New Era Fund | — | — | — | $786K | 2.3% | |
| Fidelity Advisor International Growth Fund | — | — | — | $698K | 2.0% | |
| T. Rowe Price Global Technology Fund | — | — | — | $666K | 1.9% | |
| T. Rowe Price Small Cap Stock Fund | — | — | — | $623K | 1.8% | |
| Pimco Total Return Fund | — | — | — | $606K | 1.8% | |
| T. Rowe Price Health Sciences Fund | — | — | — | $592K | 1.7% | |
| Invesco Global Fund | — | — | — | $492K | 1.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $487K | 1.4% | |
| Calvert Equity Fund | — | — | — | $471K | 1.4% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $405K | 1.2% | |
| Invesco Small Cap Growth Fund | — | — | — | $336K | 1.0% | |
| Invesco Developing Markets Fund | — | — | — | $324K | 0.9% | |
| Pimco Real Estate Fund | — | — | — | $288K | 0.8% | |
| T. Rowe Price Spectrum Mod Growth Allocation Fund | — | — | — | $277K | 0.8% | |
| Dodge & Cox International Stock Fund | — | — | — | $252K | 0.7% | |
| T. Rowe Price International Equity Fund | — | — | — | $252K | 0.7% | |
| participant accounts | — | — | — | $249K | 0.7% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $186K | 0.5% | |
| Invesco Short Term Bond Fund | — | — | — | $157K | 0.5% | |
| Parnassus Value Equity Fund | — | — | — | $137K | 0.4% | |
| T. Rowe Price Spectrum Income Fund | — | — | — | $110K | 0.3% | |
| T. Rowe Price Government Money Fund | — | — | — | $21K | <0.1% | |
| T. Rowe Price Ret Balanced Fund | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $5K | <0.1% |