Form 5500 Search

HANLON INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
11
Active participants
84,597
Total plan assets
$8.5B
Filings (rows)
11
Direct comp
$53K
Indirect comp
$6K
Aggregating 2 name variants under "HANLON INVESTMENT"

SERVICES PROVIDED

Other6
Advisor / Consultant5

Top plans served

All 11 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
HERSHEY, PA
Other
OTHER FEES
15,720$2.9B$0
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
HERSHEY, PA
Advisor / Consultant
INVESTMENT ADVISOR
14,885$2.6B$8K
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
HERSHEY, PA
Advisor / Consultant
INVESTMENT ADVISORY
16,648$2.1B$8K
PENN STATE HEALTH
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM
HERSHEY, PA
Advisor / Consultant
INVESTMENT ADVISORY
18,192$444.3M$5K
PENN STATE HEALTH
PENN STATE HEALTH TAX SHELTERED ANNUITY PROGRAM
HERSHEY, PA
Advisor / Consultant
INVESTMENT ADVISOR
18,215$372.8M$5K
FOX VALLEY TOOL & DIE, INC.
FOX VALLEY TOOL & DIE, INC. 401(K) AND PROFIT SHARING PLAN
KAUKAUNA, WI
Other
ACTIVE MONEY MANAGER
144$23.4M$5K
CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC.
CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN
BARRE, VT
Other
MONEY MANAGER
109$6.0M$6K
CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC.
CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN
BARRE, VT
Other
MONEY MANAGER
114$5.6M$5K
CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC.
CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN
BARRE, VT
Other
MONEY MANAGER
142$4.9M$6K
BOONE CENTER, INC.
BCI 403(B) RETIREMENT SAVINGS PLAN
ST PETERS, MO
Other
N/A
378$2.8M$2K
PIONEER HEALTH EMPLOYMENT, INC.
PHE 401(K) PLAN
GREEN VALLEY, AZ
Advisor / Consultant
ADVISOR
50$531K$522