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

Active participants

48,839

Total plan assets

$7.7B

Filings (rows)

Direct comp

$7K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Investment manager2

Prospecting the plans that use Macro Advisors?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Penn State Health Penn State Health 401(k) Savings Plan · all filings	HERSHEY, PA	Investment manager	15,720	$2.9B	$593	$0
Penn State Health Penn State Health 401(k) Savings Plan · all filings	HERSHEY, PA	Advisor / Consultant	14,885	$2.6B	$519	$0
Penn State Health Penn State Health 401(k) Savings Plan · all filings	HERSHEY, PA	Advisor / Consultant	16,648	$2.1B	$135	$0
HBG, Inc. HB Global 401(k) Plan · all filings	CAMP HILL, PA	Investment manager	1,586	$108.9M	$6K	$0