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 / Plan | Location | Service | Participants | Assets | Direct 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 |
