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401k Sponsoring company profile

HAND BENEFITS & TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:HAND BENEFITS & TRUST COMPANY
Employer identification number (EIN):742008758
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

The following addresses have been detected on the 401k submissions:

USA Mailing Address
820 GESSNER ROAD
SUITE 1250
HOUSTON
TX
77024
Date first seen: 2007-01-01
Date last seen: 2024-09-30

Sponsoring Company Events

DateDescription
2023-09-25742008758 Change of plan name detected from HAMILTON CAPITAL BALANCED INCOME to HAMILTON CAPITAL DYNAMIC INCOME for plan ID 221
2023-09-25742008758 Change of plan name detected from HAMILTON CAPITAL TARGET EQUITY to HAMILTON CAPITAL TARGETED OPPORTUNITY for plan ID 219
2023-09-15742008758 Change of plan name detected from HAMILTON CAPITAL BALANCED GROWTH to HAMILTON CAPITAL DYNAMIC BALANCED for plan ID 220
2023-08-29742008758 Change of plan name detected from RIVER & MERC LONG CREDIT FUND to AGILIS LONG CREDIT FUND for plan ID 107
2023-08-29742008758 Change of plan name detected from SAGE CASH BALANCE GROWTH FUND to SAGE CASH BALANCE MODERATE FUND for plan ID 149
2022-08-04742008758 Change of plan name detected from QS INVESTORS GLOBAL DBI CIF to FRANKLIN GLOBAL DBI CIF for plan ID 192
2022-08-04742008758 Change of name detected from HAND BENEFITS & TRUST CO, TTEE to HAND BENEFITS & TRUST COMPANY
2022-08-04742008758 Change of plan name detected from TRADEMARK TACTICAL RISK RETIREMENT FUND to TRADEMARK TACTICAL MULTIFACTOR CONSERVATIVE FUND for plan ID 067
2022-08-04742008758 Change of plan name detected from TRADEMARK TACTICAL RISK 2030 FUND to TRADEMARK TACTICAL MULTIFACTOR FUND for plan ID 069
2021-08-19742008758 Change of plan name detected from TRADEMARK CAPITAL TARGET RETIREMENT 2030 FUND to TRADEMARK TACTICAL RISK 2030 FUND for plan ID 069
2021-08-19742008758 Change of plan name detected from TRADEMARK CAPITAL TARGET RETIREMENT 2040 FUND to TRADEMARK TACTICAL RISK 2040 FUND for plan ID 070
2021-08-19742008758 Change of plan name detected from TRADEMARK CAPITAL TARGET RETIREMENT 2050 FUND to TRADEMARK TACTICAL RISK 2050 FUND for plan ID 071
2021-07-22742008758 Change of plan name detected from HB&T SMART FUNDS TODAY FUND to SMART FUNDS INDEX TODAY for plan ID 013
2021-07-22742008758 Change of plan name detected from HB&T SMART 2020 FUND to SMART FUNDS INDEX 2020 for plan ID 020
2021-07-22742008758 Change of plan name detected from HB&T SMART 2030 FUND to SMART FUNDS INDEX 2030 for plan ID 012
2021-07-22742008758 Change of plan name detected from METLIFE STABLE VALUE FUND to HB&T METLIFE STABLE VALUE FUND for plan ID 044
2021-07-22742008758 Change of plan name detected from HBS METLIFE STABLE VALUE FUND to METLIFE STABLE VALUE 32956 FUND for plan ID 116
2021-07-22742008758 Change of plan name detected from HB&T SMART 2040 FUND to SMART FUNDS INDEX 2040 for plan ID 019
2021-07-22742008758 Change of plan name detected from HB&T SMART 2050 FUND to SMART FUNDS INDEX 2050 for plan ID 011

HAND BENEFITS & TRUST COMPANY 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
071TRADEMARK TACTICAL RISK 2050 FUND2014-01-01 2011-01-28
152WESTERN ASSET GLOBAL STRATEGIC FIXED INCOME FUND2014-01-01 2014-11-01
087HORIZON GROWTH WITH RISK ASSIST FUND2014-01-01 2012-01-01
140401K ROADMAP FUND2014-01-01 2014-07-01
101CLEAR SAILING INVESTMENT GROUP BALANCED FUND2014-01-01 2012-11-01
089VANGUARD 100 FIXED INCOME MANAGED TRUST FUND2015-01-01 2012-11-01
139FACETS TARGET RETIRMENT 2050 FUND2015-01-01 2014-08-25
134ROYCE PREMIER COLLECTIVE TRUST FUND2015-01-01 2014-08-01
038ADVICE PORTFOLIOS GROWTH FUND2015-01-01 2018-01-01
105ROYCE SMALL CAP COLLECTIVE TRUST FUND2015-01-01 2013-08-01
138FACETS TARGET RETIRMENT 2040 FUND2015-01-01 2014-08-25
128SAGE TARGET DATE 2015 FUND2014-01-01 2014-01-01
100CLEAR SAILING INVESTMENT GROUP CONSERVATIVE BALANCED FUND2014-01-01 2012-11-01
048FIRST TRUST TARGET DATE FUND 20402015-01-01 2010-04-01
095VANGUARD 100 EQUITY MANAGED TRUST FUND2014-01-01 2012-11-01
057TACTICAL CORE STABLE VALUE FUND2014-01-01 2010-01-01
092VANGUARD 60/40 MODERATE AGGRESSIVE MANAGED TRUST FUND2015-01-01 2012-11-01
102CLEAR SAILING INVESTMENT GROUP GROWTH FUND2014-01-01 2012-11-01
013SMART FUNDS INDEX TODAY2014-01-01 2004-09-01
001FIXED INCOME FUND2015-01-01 1996-01-01
125SAGE MODERATE FUND2014-01-01 2014-01-01
136FACETS TARGET RETIRMENT 2020 FUND2015-01-01 2014-08-25
093VANGUARD 70/30 MODERATE AGGRESSIVE GROWTH MANAGED TRUST FUND2015-01-01 2012-11-01
112BW GLOBAL INVESTMENT GRADE FIXED INCOME CIF2015-01-01 2013-12-01
015HB&T MID CAP BLEND INDEX FUND2015-01-01 2004-09-01
146401K ROADMAP 2040 FUND2015-01-01 2014-07-01
123SAGE GROWTH FUND2015-01-01 2014-01-01
155WESTERN ASSET LONG DURATION CREDIT CIF2015-01-01 2015-01-01
159HB&T LARGE CAP VALUE INDEX FUND2015-01-01 2013-11-01
157CONNING-GOODWIN CORE PLUS BOND CIF2015-01-01 2015-07-04
018HB&T LARGE CAP 500 FUND2015-01-01 2005-07-22
145401K ROADMAP 2035 FUND2015-01-01 2014-07-01
098MERGANSER SHORT TERM BOND INSTITUTIONAL TRUST FUND2015-01-01 2012-09-01
156FIRST TRUST TARGET DATE FUND 20502015-01-01 2015-05-01
044HB&T METLIFE STABLE VALUE FUND2015-01-01 2009-05-01
014HB&T SMALL CAP BLEND INDEX FUND2012-01-01 2004-09-01
103PARADIGM VALUE COLLECTIVE FUND2012-01-01 2012-11-01
020SMART FUNDS INDEX 20202015-01-01 2008-01-01
019SMART FUNDS INDEX 20402012-01-01 2021-01-01
003BALANCED FUND2012-01-01 1988-05-01
047FIRST TRUST TARGET DATE FUND 20302012-01-01 2010-04-01
148401K ROADMAP 2050 FUND2015-01-01 2014-07-01
091VANGUARD 40/60 MODERATE MANAGED TRUST FUND2015-01-01 2012-11-01
099CLEAR SAILING INVESTMENT GROUP CONSERVATIVE FUND2015-01-01 2012-11-01
068TRADEMARK CAPITAL TARGET RETIREMENT 2020 FUND2015-01-01 2011-01-28
160BW ALTERNATIVE CREDIT CIF2015-01-01 2015-09-01
147401K ROADMAP 2045 FUND2015-01-01 2014-07-01
088AMUNDI GLOBAL EMERGING MARKETS EQUITY FUND2015-01-01 2012-06-01
021FIRST TRUST ALL EQUITY FUND2015-01-01 2008-01-01
153DGI GROWTH FUND2015-01-01 2015-03-01
137FACETS TARGET RETIRMENT 2030 FUND2015-01-01 2014-08-25
127SAGE CORE PLUS FIXED INCOME FUND2015-01-01 2014-01-01
158HB&T LARGE CAP GROWTH INDEX FUND2015-01-01 2013-11-01
045FIRST TRUST TARGET DATE FUND 20102015-01-01 2010-01-01
046FIRST TRUST TARGET DATE FUND 20202015-01-01 2010-04-01
085HORIZON CONSERVATIVE WITH RISK ASSIST FUND2015-01-01 2012-01-01
034ADVICE PORTFOLIOS HIGH GROWTH FUND2015-01-01 2009-01-01
135FACETS TARGET RETIREMENT NOW FUND2015-01-01 2014-08-25
117MERGANSER CORE BOND INSTITUTIONAL TRUST FUND2015-01-01 2013-12-01
132SAGE TARGET DATE 2055 FUND2015-01-01 2014-01-01
094VANGUARD 80/20 AGGRESSIVE MANAGED TRUST FUND2015-01-01 2012-11-01
086HORIZON CONSERVATION PLUS WITH RISK ASSIST FUND2015-01-01 2012-01-01
120HAVERFORD BALANCED2015-01-01 2013-11-01
012SMART FUNDS INDEX 20302015-01-01 2004-09-01
035ADVICE PORTFOLIOS MODERATE GROWTH FUND2015-01-01 2009-01-01
083HORIZON FOCUSED WITH RISK ASSIST FUND2015-01-01 2012-01-01
111CLEARBRIDGE VALUE EQUITY CIF2015-01-01 2013-12-01
129SAGE TARGET DATE 2025 FUND2015-01-01 2014-01-01
141401K ROADMAP 2015 FUND2015-01-01 2014-07-01
144401K ROADMAP 2030 FUND2015-01-01 2014-07-01
107AGILIS LONG CREDIT FUND2015-01-01 2013-08-01
037ADVICE PORTFOLIOS MODERATE CONSERV FUND2015-01-01 2009-01-01
113WESTERN ASSET CORE PLUS BOND CIF2015-01-01 2013-12-01
011SMART FUNDS INDEX 20502015-01-01 2004-09-01
069TRADEMARK TACTICAL MULTIFACTOR FUND2015-01-01 2011-01-28
119HAVERFORD MODERATELY AGGRESSIVE2015-01-01 2013-11-01
121HAVERFORD MODERATELY CONSERVATIVE2015-01-01 2013-11-01
090VANGUARD 20/80 CONSERVATIVE MANAGED TRUST FUND2015-01-01 2012-11-01
067TRADEMARK TACTICAL MULTIFACTOR CONSERVATIVE FUND2015-01-01 2011-01-28
084HORIZON MODERATE WITH RISK ASSIST FUND2015-01-01 2012-01-01
076FACETS LIFESTYLE MODERATE2015-01-01 2011-09-01
077FACETS LIFESTYLE CONSERVATIVE2015-01-01 2011-09-01
036ADVICE PORTFOLIOS MODERATE FUND2015-01-01 2009-01-01
133SAGE TARGET DATE RETIREMENT INCOME FUND2015-01-01 2014-01-01
043DAVIS NEW YORK VENTURE INSTIT TRUST FUND2009-01-01 2009-08-01
041TANGLEWOOD MODERATE FUND2009-01-01 2009-08-01
118HAVERFORD AGGRESSIVE2016-01-01 2013-11-01
163BCM DYNAMICBELAY 20402016-01-01 2016-09-01
184AFL-CIO HOUSING INVESTMENT TRUST DVF2016-01-01 2016-07-01
023MIZAN ALL EQUITY MODERATE ALLOCATION FUND2016-01-01 2009-06-01
070TRADEMARK TACTICAL RISK 2040 FUND2016-01-01 2011-01-28
109CLARIVEST EMERGING MARKETS EQUITY COLLECTIVE FUND2016-01-01 2016-07-01
116METLIFE STABLE VALUE 32956 FUND2016-01-01 2014-01-01
142401K ROADMAP 2020 FUND2016-01-01 2014-07-01
007HB&T SHORT TERM INCOME FUND2016-01-01 1971-01-01
161BCM DYNAMICBELAY 20202016-01-01 2016-09-01
106P-SOLVE RETURN SEEKING FUND2016-01-01 2013-08-01
122SAGE ALL CAP EQUITY PLUS FUND2016-01-01 2014-01-01
165BCM DYNAMICBELAY 20602016-01-01 2016-09-01
164BCM DYNAMICBELAY 20502016-01-01 2016-09-01
166BCM DECATHLON GROWTH TACTICS2016-01-01 2016-09-01
075FACETS LIFESYLE AGGRESSIVE2016-01-01 2011-09-01
149SAGE CASH BALANCE MODERATE FUND2016-01-01 2023-01-01
151SAGE CASH BALANCE CONSERVATIVE FUND2016-01-01 2023-01-01
162BCM DYNAMICBELAY 20302016-01-01 2016-09-01
130SAGE TARGET DATE 2035 FUND2016-01-01 2014-01-01
186WESTERN ASSET CORE BOND FUND2016-01-01 2016-09-30
126SAGE CONSERVATIVE FUND2016-01-01 2014-01-01
150SAGE CASH BALANCE MODERATE FUND2016-01-01 2023-01-01
131SAGE TARGET DATE 2045 FUND2016-01-01 2014-01-01
049FIRST TRUST COUNTER INFLATION PORTFOLIO2016-01-01 2010-02-01
143401K ROADMAP 2025 FUND2016-01-01 2014-07-01
190DSM US LARGE CAP GROWTH FUND2016-01-01 2019-07-22
124SAGE MODERATE GROWTH FUND2016-01-01 2014-01-01
167BCM US SECTOR ROTATION2016-01-01 2018-01-01
183CLEARBRIDGE LARGE CAP GROWTH FUND2016-01-01 2016-04-15
189VULCAN VALUE PARTNERS LARGE CAP FUND2016-01-01 2016-12-30
192FRANKLIN GLOBAL DBI CIF2017-01-01 2017-05-01
194QS US SMALL CAPITALIZATION EQUITY CIF2017-01-01 2017-10-01
175IFC TARGET DATE FUND 20502017-01-01 2017-11-01
169IFC TARGET DATE FUND 20202017-01-01 2017-05-01
191ROYCE TOTAL RETURN COLLECTIVE TRUST FUND2017-01-01 2017-06-01
185SNYDER CAPITAL SMALL/MID CAP VALUE FUND2017-01-01 2017-01-01
188CLEARBRIDGE AGGRESSIVE GROWTH CIF2017-01-01 2017-01-01
187CLEARBRIDGE SMALL CAP CIF2017-01-01 2017-01-01
082CENTER COAST MLP COLLECTIVE FUND2014-01-01 2011-10-01
072FACETS TARGET RETIREMENT 20152014-01-01 2011-09-01
074FACETS TARGET RETIREMENT 20352014-01-01 2011-09-01
073FACETS TARGET RETIREMENT 20252014-01-01 2011-09-01
017HB&T FOREIGN BLEND INDEX FUND2013-01-01 2004-09-01
004EQUITY GROWTH FUND2013-01-01 1993-01-01
033TL FOCUS AGGRESSIVE GROWTH FUND2013-01-01 2010-06-01
031TL FOCUS BALANCED FUND2013-01-01 2010-04-01
002EQUITY VALUE FUND2013-01-01 1971-01-01
022STRATEGIC EQUITY BLEND FUND2013-01-01 2008-01-01
061TACTICAL CORE STABLE VALUE FUND2013-01-01 2010-01-01
029TL FOCUS CAPITAL PRESERVATION FUND2013-01-01 2010-06-01
032TL FOCUS GROWTH FUND2013-01-01 2010-06-01
030TL FOCUS CONSERVATIVE FUND2013-01-01 2010-06-01
016HB&T LARGE CAP BLEND INDEX FUND2012-01-01 2004-09-01
056TACTICAL CORE SMID FUND2011-01-01 2010-09-01
054TACTICAL CORE INTERNATIONAL FUND2011-01-01 2010-09-01
024WESPAC AGGRESSIVE GROWTH PORTFOLIO2011-01-01 2009-05-01
042ALL SEASONS CONSERVATIVE FUND2011-01-01 2009-08-01
055TACTICAL CORE LARGE CAP FUND2011-01-01 2010-09-01
050TACTICAL ETF STRATEGIES AGGRESSIVE FUND2011-01-01 2010-03-01
027WESPAC MODERATE PORTFOLIO2011-01-01 2009-05-01
028WESPAC CONSERVATIVE PORTFOLIO2011-01-01 2009-05-01
053TACTICAL CORE TOTAL BOND FUND2011-01-01 2010-09-01
026WESPAC BALANCED PORTFOLIO2011-01-01 2009-05-01
039ALL SEASONS ALL EQUIITY FUND2011-01-01 2009-08-01
051TACTICAL ETF STRATEGIES MODERATE FUND2011-01-01 2010-03-01
040ALL SEASONS GROWTH FUND2011-01-01 2009-08-01
025WESPAC GROWTH PORTFOLIO2011-01-01 2009-05-01
052TACTICAL ETF STRATEGIES CONSERVATIVE FUND2011-01-01 2010-03-01
203DECATUR US ESG ENHANCED EQUITY CIF2019-01-04 2019-01-04
195ROYCE OPPORTUNITY COLLECTIVE TRUST FUND2018-01-01 2018-01-01
193ULLICO J FOR JOBS COLLECTIVE INVESTMENT FUND2018-01-01 2018-01-01
210NOTTINGHAM ESG GLOBAL ALL ASSET CIF2019-04-01 2019-04-01
211NOTTINGHAM ESG BALANCED CIF2019-04-01 2019-04-01
197HB&T BLACKROCK U.S. AGGREGATE BOND INDEX2018-07-01 2018-07-01
204JENSEN QUALITY GROWTH CIF2019-07-22 2019-07-22
205ABG AGGRESSIVE CIF2019-02-01 2019-02-01
202HB&T BLACKROCK LARGE CAP EQUITY INDEX2018-07-01 2018-07-01
212BOWEN HAINES TOTAL RETURN FUND2019-07-22 2019-07-22
198HB&T BLACKROCK MID CAP EQUITY INDEX2018-07-01 2018-07-01
200HB&T BLACKROCK MSCI ACWI EX-US INDEX2018-07-01 2018-07-01
199HB&T BLACKROCK SHORT TERM BOND INDEX2018-07-01 2018-07-01
196CHANNING SMID-CAP INTRINSIC VALUE CIF2018-03-01 2018-03-01
201HB&T BLACKROCK SMALL CAP EQUITY INDEX2019-01-01 2023-01-01
154TODD INTERNATIONAL INTRINSIC VALUE COLLECTIVE FUND2018-01-01 2018-01-01
206ABG BALANCED CIF2019-02-01 2019-02-01
207ABG GROWTH CIF2019-02-01 2019-02-01
208ABG INCOME CIF2019-02-01 2019-02-01
209ABG WEALTH PRESERVATION CIF2019-02-01 2019-02-01
216GLOBEFLEX ACWI EX-US EQUITY CIF2020-05-01 2020-05-01
214HB&T LINCOLN STABLE VALUE FUND2020-01-01 2020-01-01
215TRADEMARK TACTICAL RISK 2060 FUND2020-01-30 2020-01-30
217HAMILTON CAPITAL DYNAMIC EQUITY2020-07-14 2020-07-14
219HAMILTON CAPITAL TARGETED OPPORTUNITY2020-07-14 2020-07-14
220HAMILTON CAPITAL DYNAMIC BALANCED2020-07-14 2020-07-14
221HAMILTON CAPITAL DYNAMIC INCOME2020-07-14 2020-07-14
218HAMILTON CAPITAL DYNAMIC BOND2020-07-14 2020-07-14
226STERLING CAPITAL CORE FIXED INCOME CIF2021-10-25 2021-10-25
224COMPASS CAPITAL HIGH QUALITY CIF2021-01-27 2021-01-27
240HB&T STABLE VALUE FUND FUND2022-10-01 2022-10-01
239ULLICO SFA FIXED INCOME CIF2022-09-22 2022-09-22
227RETIREMENT RIGHT STABLE VALUE FUND2022-02-01 2022-02-01
229STATE STREET RETIREMENT RIGHT IN 20202022-02-01 2022-02-01
230STATE STREET RETIREMENT RIGHT IN 20252022-02-01 2022-02-01
231STATE STREET RETIREMENT RIGHT IN 20302022-02-01 2022-02-01
232STATE STREET RETIREMENT RIGHT IN 20352022-02-01 2022-02-01
233STATE STREET RETIREMENT RIGHT IN 20402022-02-01 2022-02-01
234STATE STREET RETIREMENT RIGHT IN 20452022-02-01 2022-02-01
235STATE STREET RETIREMENT RIGHT IN 20502022-02-01 2022-02-01
236STATE STREET RETIREMENT RIGHT IN 20552022-02-01 2022-02-01
237STATE STREET RETIREMENT RIGHT IN 20602022-02-01 2022-02-01
238STATE STREET RETIREMENT RIGHT IN 20652022-02-01 2022-02-01
228STATE STREET RETIREMENT RIGHT IN RETIREMENT2022-02-01 2022-02-01
246ABS EMERGING MARKETS LOCAL ALPHA CIT2023-04-25 2023-04-25
241DIRECTIONS 1 - CONSERVATIVE2023-02-01 2023-02-01
242DIRECTIONS 2 - MODERATELY CONSERVATIVE2023-02-01 2023-02-01
243DIRECTIONS 3 - MODERATE2023-02-01 2023-02-01
244DIRECTIONS 4 - MODERATELY AGGRESSIVE2023-02-01 2023-02-01
245DIRECTIONS 5 - AGGRESSIVE2023-02-01 2023-02-01
249AEGON LARGE CAP BLEND EQUITY FUND2023-10-31 2023-10-31
248TRANSAMERICA BALANCED FUND2023-02-01 2023-02-01

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