Plan Snapshot
- Plan Sponsor: Hamilton Center, INC.
- Sponsor EIN: 351140758
- Sponsor Address: 620 8TH AVE, TERRE HAUTE, IN, 478042744
- Plan Type: 401(k)
- Total Participants: 565
- Total Assets: $26.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 565 | $26.4M | $1.3M | $892,480 |
| 2023 | 590 | $25.0M | $1.3M | $796,989 |
| 2022 | 640 | $22.6M | $1.2M | $766,922 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — 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 | $117,360 | — | $117,360 | — | — |
| 2023 | $20,410 | — | $20,410 | — | — |
| 2022 | $22,894 | — | $22,894 | — | — |