Form 5500 Search

MACRO ADVISORS

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
4
Active participants
48,839
Total plan assets
$7.7B
Filings (rows)
4
Direct comp
$7K
Indirect comp
$0

SERVICES PROVIDED

Other2
Advisor / Consultant2

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
HERSHEY, PA
Other
OTHER FEES
15,720$2.9B$593
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
HERSHEY, PA
Advisor / Consultant
INVESTMENT ADVISOR
14,885$2.6B$519
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
HERSHEY, PA
Advisor / Consultant
INVESTMENT ADVISORY
16,648$2.1B$135
HBG, INC.
HB GLOBAL 401(K) PLAN
CAMP HILL, PA
Other
NONE
1,586$108.9M$6K
MACRO ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search