# Hamilton Ridge Asset Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hamilton-ridge-asset-management-inc-401k-plan

> Hamilton Ridge Asset Management, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hamilton Ridge Asset Management, INC.

- **Sponsor EIN:** 263358308

- **Sponsor Address:** 111 N. MARKET STREET, SUITE 300, SAN JOSE, CA, 95113

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

- **Total Participants:** 2

- **Total Assets:** $1.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$1.4M|$62,845|$46,000|

| 2023|2|$1.2M|$58,118|$45,000|

| 2022|2|$964,167|$53,488|$41,000|

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