Plan Ledger DOL Form 5500 · updated monthly

Hamilton Parker Company, LLC401(k)

HAMILTON PARKER COMPANY, LLC PROFIT SHARING PLAN AND TRUST · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Hamilton Parker Company, LLC reported $34,109 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $2,149 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 fell from 0.35% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (1,819th of 3,295), and the 2,270th of 5,215 in retail trade. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,047,959
Participants with balances147
Active participants123
Employer contributions$264,297
Employee contributions$562,988
Employer contribution per active participant$2,149
Average account balance$81,959
Benefits paid to participants$1,569,074
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 147 accts · $264K emplr
2023$11.2M · 150 accts · $248K emplr
2022$9.1M · 146 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,284
Investment management$25,825
Total administrative$34,109
The Hamilton Parker Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,149
Median for plans this size$2,416
2024$2,149 per active participant
2023$1,982 per active participant
2022$2,029 per active participant

Hamilton Parker Company, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$8,284
EVERHART ADVISORS · Investment advisory (plan)$25,825

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,109 · 0.29%
2023$26,938 · 0.26%
2022$35,940 · 0.35%
Same employer
Similar plansRetail Trade · Ohio
Kw Floorcoverings Inc OH$13.0M · 0.53%
Rcd Sales Company OH$12.4M · 0.45%
Buckeye Honda OH$11.6M · 0.69%
Grismer Tire Company OH$11.5M · 0.45%
Morris Furniture Co., Inc. OH$11.2M · 0.44%
Bob Boyd Auto Family OH$10.9M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264038680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.