Plan Snapshot
- Plan Sponsor: Hamilton Associates, INC.
- Sponsor EIN: 520666738
- Sponsor Address: 11403 CRONRIDGE DRIVE, OWINGS MILLS, MD, 211172200
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $17.4M
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 | 91 | $17.4M | $486,788 | $772,642 |
| 2023 | 94 | $15.6M | $480,860 | $723,555 |
| 2022 | 95 | $12.3M | $470,381 | $637,555 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $4,471 | — | — | — | — |
| 2023 | $1,325 | — | — | — | — |
| 2022 | $1,022 | — | — | — | $1,022 |