Plan Snapshot
- Plan Sponsor: Hamilton Parker Company, LLC
- Sponsor EIN: 264038680
- Sponsor Address: 1865 LEONARD AVENUE, COLUMBUS, OH, 43219
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 169
- Total Assets: $13.6M
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. |
|---|---|---|---|---|
| 2025 | 169 | $13.6M | $0 | $0 |
| 2024 | 123 | $12.0M | $264,297 | $562,988 |
| 2023 | 125 | $11.2M | $247,801 | $522,587 |
| 2022 | 121 | $9.1M | $245,517 | $466,945 |
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 |
|---|---|---|---|---|
| EVERHART ADVISORS | Other Service Provider | $27,093 | — | $27,093 |
| ASCENSUS LLC | Other Service Provider | $24,817 | — | $24,817 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,910
- Estimated Expense Ratio: 0.381% 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 |
|---|---|---|---|---|---|
| 2025 | $1,136,456 | $27,093 | $24,817 | — | — |
| 2024 | $34,109 | $25,825 | $8,284 | — | — |
| 2023 | $26,938 | $21,124 | $5,814 | — | — |
| 2022 | $35,940 | $20,798 | $15,142 | — | — |