Plan Ledger DOL Form 5500 · updated monthly

Hamilton Partners, Inc.401(k)

HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN · ITASCA, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hamilton Partners, Inc. reported $5,213 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,317 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 0.013% to 0.010%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 834th-largest of 3,702 plans among Illinois employers on file, and the 256th of 2,096 in real estate & leasing. In 2024, employees put in $4.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,453,107
Participants with balances151
Active participants124
Employer contributions$287,331
Employee contributions$1,293,782
Employer contribution per active participant$2,317
Average account balance$373,862
Benefits paid to participants$3,406,456
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.5M · 151 accts · $287K emplr
2023$48.7M · 154 accts · $291K emplr
2022$40.5M · 153 accts · $292K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,913
Total administrative$5,213
The Hamilton Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$2,317
Median for plans this size$3,635
2024$2,317 per active participant
2023$2,384 per active participant
2022$2,371 per active participant

Hamilton Partners, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,012

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$5,213 · 0.01%
2023$5,538 · 0.01%
2022$6,067 · 0.01%
Same employer
Similar plansReal Estate & Leasing · Illinois
Dkh, Incorporated IL$74.4M · 0.29%
First Industrial, L.P. IL$63.6M · 0.00%
Great Lakes Services, LLC IL$62.2M · 0.48%
Amli Management Company IL$53.9M · 0.21%
Waterton Associates IL$53.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363497974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.