# Hamilton Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hamilton-center-inc-401k-plan

> Hamilton Center, INC.&#39;s 401(k) plan: 565 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$117,360|—|$117,360|

| FIRST FIN BANK|INVESTMENT ADVISORY|—|$44,535|$44,535|

| BLUE & CO., LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLUE & CO., LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $161,895

- **Estimated Expense Ratio:** 0.614% of plan assets

### 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|—|—|

## Similar Plans

- [Deaconess Health System, INC.](https://planprovider.pro/companies/deaconess-health-system-inc-403b-plan) — 526 participants

- [Physicians Management - Employee Leasing Company, LLC](https://planprovider.pro/companies/physicians-management-employee-leasing-company-llc-401k-plan) — 648 participants

- [Margaret Mary Community Hospital](https://planprovider.pro/companies/margaret-mary-community-hospital-inc-plan-003) — 653 participants

- [Rehabilitation Hospital Of Indiana, INC.](https://planprovider.pro/companies/rehabilitation-hospital-of-indiana-inc-401k-plan) — 367 participants

- [Cameron Memorial Community Hospital INC.](https://planprovider.pro/companies/cameron-memorial-community-hospital-inc-401k-plan) — 772 participants

- [Medworks, INC.](https://planprovider.pro/companies/major-hospital-plan) — 354 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hamilton-center-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
