Plan Ledger DOL Form 5500 · updated monthly

Hamilton Company Jewelers401(k)

HAMILTON COMPANY JEWELERS 401K PROFIT SHARING PLAN · PRINCETON, NJ · plan year 2022

Reported admin expense ratio · 2022
0.76%

Hamilton Company Jewelers reported $61,246 in plan administrative expenses for 2022: 0.76% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Jersey (1,704th of 2,419), and 3,173rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$7,467,834
Participants with balances91
Active participants96
Employer contributions—
Employee contributions$420,766
Employer contribution per active participant—
Average account balance$82,064
Benefits paid to participants$421,799
Plan auditUnmodified (clean) audit opinion
AuditorMORGENSTERN WAXMAN ELLERSHAW
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,649
Investment management$12,143
Total administrative$61,246
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$61,246 · 0.76%
Similar plansRetail Trade · New Jersey
Malouf Buick-Gmc, Inc. NJ$7.9M · 0.78%
Artistic Tile, Inc. NJ$7.9M · 0.18%
Long Motors Company NJ$7.2M · 0.37%
Forman Mills NJ$6.9M · 0.36%
Liscio's Italian Bakery NJ$6.7M · 1.05%
Group USA, Inc. NJ$6.6M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210469828 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.