Plan Snapshot
- Plan Sponsor: Hamilton Lane Advisors, LLC
- Sponsor EIN: 232962336
- Sponsor Address: 7 TOWER BRIDGE, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 599
- Total Assets: $94.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 599 | $94.9M | $2.7M | $7.5M |
| 2023 | 543 | $79.2M | $2.5M | $6.1M |
| 2022 | 481 | $60.4M | $2.1M | $5.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ARENA SNYDER & DUNLAP LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARENA SNYDER & DUNLAP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $128,909 | $25,866 | $103,043 | — | — |
| 2023 | $106,526 | $81,611 | $24,915 | — | — |
| 2022 | $94,305 | $24,988 | $69,317 | — | — |