Plan Snapshot
- Plan Sponsor: The Hamilton Company, INC.
- Sponsor EIN: 043168136
- Sponsor Address: 39 BRIGHTON AVENUE, ALLSTON, MA, 02134
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 197 | $13.3M | $279,974 | $938,040 |
| 2023 | 159 | $11.0M | $259,391 | $882,734 |
| 2022 | 153 | $9.3M | $241,915 | $842,728 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $11,077 | — | $11,077 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,758 | — | $5,758 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,835
- Estimated Expense Ratio: 0.126% of plan assets
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 | $16,835 | $5,758 | — | — | — |
| 2023 | $13,846 | $1,759 | — | — | — |
| 2022 | $10,201 | $1,587 | — | — | — |