Plan Snapshot
- Plan Sponsor: Hamilton U.S. Services LLC
- Sponsor EIN: 384043405
- Sponsor Address: 5101 COX ROAD , SUITE 200, GLEN ALLEN, VA, 23060
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $13.7M
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 | 184 | $13.7M | $1.2M | $1.9M |
| 2023 | 141 | $8.1M | $1.0M | $1.5M |
| 2022 | 108 | $3.9M | $727,521 | $1.1M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
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 | $14,022 | $4,188 | — | — | — |
| 2023 | $577,271 | — | $7,223 | — | — |
| 2022 | $406,394 | — | $3,563 | — | — |