HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN

At the end of 2021, the total retirement plan assets of HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN is $4,333,218.This plan was established in 2022.

At the end of 2021, the total number of retirement plan participants in HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN is 131

In 2021, the average participant retirement account value for HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN is $33,078

In 2021, the estimated average employee contribution amount per participant for HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN is $3,089

In 2021, the estimated average employer match for an employee in HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN is approximately $1,558

In 2021, HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN allocates $204,116 to match its employees’ contributions, providing an employer match rate of 50.44% of their contributions

In 2021, the total retirement plan asset growth rate of HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN is 47.44%

In 2021, the estimated aggregate retirement account investment gain/loss for HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN is 18.14%. This measures the effectiveness of the plan participants’ investments in the year.

In 2021, the investment and administrative expense ratio of HAMILTON PLACE STRATEGIES, LLC 401(K) PLAN is 0.03%.

Enrollment Features

HAMILTON PLACE STRATEGIES, LLC 401(K) 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.