# Nally & Hamilton Enterprises, INC. 401(k) Plan
Source: https://planprovider.pro/companies/nally-hamilton-enterprises-inc-401k-plan

> Nally & Hamilton Enterprises, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nally & Hamilton Enterprises, INC.

- **Sponsor EIN:** 610861287

- **Sponsor Address:** PO BOX 157, BARDSTOWN, KY, 40004

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

- **Total Participants:** 207

- **Total Assets:** $14.2M

## 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|207|$14.2M|$344,276|$501,214|

| 2023|243|$12.5M|$349,428|$543,627|

| 2022|225|$10.9M|$313,714|$513,351|

## 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|

| DEAN DORTON ALLEN FORD, PLLC|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|$48,164|—|—|—|—|

| 2023|$56,685|—|—|—|—|

| 2022|$51,946|$15,471|$36,475|—|—|

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