Plan Ledger DOL Form 5500 · updated monthly

Hamilton U.S. Services LLC401(k)

HAMILTON U.S. SERVICES LLC 401(K) PLAN · GLEN ALLEN, VA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Hamilton U.S. Services LLC reported $14,022 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $6,604 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Virginia (1,246th of 2,266), and 3,631st of 4,798 in finance & insurance. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,674,911
Participants with balances165
Active participants184
Employer contributions$1,215,050
Employee contributions$1,935,396
Employer contribution per active participant$6,604
Average account balance$82,878
Benefits paid to participants$836,730
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,475
Investment management$4,188
Total administrative$14,022
The Hamilton U.S. Services LLC 401(k) match · 2024
Employer contribution per active participant$6,604
Median for plans this size$2,416

Hamilton U.S. Services LLC's 2024 employer contribution ran above the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,413

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

Administrative cost history1
2024$14,022 · 0.13%
Same employer
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Alcova Mortgage LLC VA$15.8M · 0.68%
Intercoastal Mortgage, LLC VA$14.9M · 0.45%
John Marshall Bank VA$14.7M · 0.33%
Fvcbank VA$13.3M · 0.46%
West Creek Financial, Inc. VA$12.6M · 0.05%
Farmers & Merchants Bank VA$12.6M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 384043405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.