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Sponsor portfolio

HLM CAPITAL, LLC

EIN 83-4365670-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$14.8M assets
Welfare
0
Participants
20
1849 GREEN BAY RD SUITE 200 - HIGHLAND PARK, IL 60035847-563-3400
Plans on this EIN
2 filings
#001401k-$12.3M - 10 part#002CashBalance-$2.5M - 10 part

Retirement portfolio analytics

2 plans aggregated / $14.8M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CAPITAL, LLC 401(K) (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $14.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAPITAL, LLC 401(K) (#001)10
  • CASH BALANCE PLAN (#002)10
Total 20Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HLM CAPITAL, LLC 401(K) PLAN

401k

Assets$12.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HLM CAPITAL CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HLM CAPITAL, LLC 401(K) PLAN401k$12.3M102024
002HLM CAPITAL CASH BALANCE PLANCashBalance$2.5M102024
Retirement plans
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