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Historical Investment Performance

Hand Benefits and Trust established the American Industries Composite Employee Benefit Trust on May 1, 1964. This provided a trust in which the assets of the employee benefit plans—qualified under Section 401(a) of the Revenue Code of 1986, as amended—can be co-mingled in one or more investment accounts established pursuant to the Composite Trust for purposes of broad and diverse investment opportunities for such qualified plans.

These funds are maintained for the exclusive benefit of the tax qualified retirement plans that have engaged HBTCo as a fiduciary or as an agent for a fiduciary.

Historical Investment Performance of Funds