HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN

At the end of 2022, the total retirement plan assets of HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN is $40,487,027.This plan was established in 1988.

At the end of 2022, the total number of retirement plan participants in HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN is 152

In 2022, the average participant retirement account value for HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN is $266,362

In 2022, the estimated average employee contribution amount per participant for HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN is $8,104

In 2022, the estimated average employer match for an employee in HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN is approximately $1,918

In 2022, HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN allocates $291,637 to match its employees’ contributions, providing an employer match rate of 23.14% of their contributions

In 2022, the total retirement plan asset growth rate of HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN is -19.91%

In 2022, the estimated aggregate retirement account investment gain/loss for HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN is -18.92%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN is 0.01%.

Enrollment Features

HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.