Plan Snapshot
- Plan Sponsor: Hamilton Safe Co.
- Sponsor EIN: 310729027
- Sponsor Address: 1030 ROUND BOTTON ROAD, MILFORD, OH, 45150
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 249 | $20.6M | $534,384 | $1.3M |
| 2023 | 213 | $18.7M | $469,316 | $1.0M |
| 2022 | 211 | $16.0M | $418,230 | $912,814 |
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 |
|---|---|---|---|---|
| SCROGGINS GREER | Auditor | — | — | $0 |
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 | $73,678 | $53,811 | — | — | — |
| 2023 | $64,709 | $47,065 | — | — | — |
| 2022 | $75,841 | $58,710 | $17,131 | — | — |