Plan Snapshot
- Plan Sponsor: Hamilton Wealth, LLC
- Sponsor EIN: 822705640
- Sponsor Address: 16000 VENTURA BLVD., SUITE 610, ENCINO, CA, 91436
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5 | $1.6M | $85,138 | $96,388 |
| 2023 | 5 | $1.2M | $78,606 | $85,930 |
| 2022 | 5 | $899,431 | $0 | $90,100 |