Plan Snapshot
- Plan Sponsor: The Hamilton Family Charitable Trust
- Sponsor EIN: 821671948
- Sponsor Address: 200 EAGLE ROAD, WAYNE, PA, 19087
- Plan Type: DC
- Total Participants: 8
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 8 | $3.3M | $105,970 | $90,951 |
| 2023 | 7 | $2.7M | $54,128 | $70,436 |
| 2022 | 5 | $3.6M | $75,030 | $105,946 |