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

> Hamilton Health Center's 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hamilton Health Center

- **Sponsor EIN:** 231858363

- **Sponsor Address:** 110 S 17TH STREET, HARRISBURG, PA, 171041123

- **Plan Type:** 401(k)

- **Total Participants:** 209

- **Total Assets:** $6.0M

## 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|209|$6.0M|$267,512|$613,496|

| 2023|186|$6.2M|$231,110|$512,367|

| 2022|187|$5.2M|$215,828|$440,289|

## 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|$46,391|—|$46,391|

| S B H U LIFE AGENCY INC|OTHER SERVICES|—|$26,595|$26,595|

| SMITH ELLIOTT KEARNS & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [S B H U LIFE AGENCY INC](https://planprovider.pro/provider/morgan-stanley) — OTHER SERVICES

- [SMITH ELLIOTT KEARNS & COMPANY, LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,986

- **Estimated Expense Ratio:** 1.209% 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|$46,391|—|$46,391|—|—|

| 2023|$43,185|—|$43,185|—|—|

| 2022|$41,071|—|$41,071|—|—|

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