Plan Ledger DOL Form 5500 · updated monthly

Hamilton Exhibits, LLC401(k)

HAMILTON EXHIBITS, LLC 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.64%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Hamilton Exhibits, LLC reported $58,006 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $2,660 per active participant. 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.

Across the 2 years on file its reported administrative ratio rose from 0.59% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (899th of 1,562), and 8,885th of 13,661 in manufacturing. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has grown from 90 to 104 since 2022.

Plan summary
Net assets, end of year$9,793,807
Participants with balances130
Active participants104
Employer contributions$276,687
Employee contributions$793,921
Employer contribution per active participant$2,660
Average account balance$75,337
Benefits paid to participants$932,983
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 130 accts · $277K emplr
2023$8.3M · 125 accts · $200K emplr
2022$6.5M · 124 accts · $173K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,006
Total administrative$58,006
The Hamilton Exhibits, LLC 401(k) match · 2024
Employer contribution per active participant$2,660
Median for plans this size$1,313
2024$2,660 per active participant
2023$1,630 per active participant
2022$1,923 per active participant

Hamilton Exhibits, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$54,245
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)indirect comp
RETIREMENT PLAN CONCEPTS & SERVICES · Contract administrator · Other servicesindirect comp
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$58,006 · 0.64%
2023$45,472 · 0.61%
2022$39,333 · 0.59%
Similar plansManufacturing · Indiana
Angola Wire Products, Inc. IN$10.0M · 0.35%
Brc Rubber Group, Inc. IN$9.9M · 0.23%
Intech Trailers Inc. IN$9.3M · 0.03%
Richmond Baking Company IN$9.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352008033 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.