Plan Ledger DOL Form 5500 · updated monthly

The Hamilton Company, Inc.401(k)

THE HAMILTON COMPANY, INC. 401(K) PLAN · ALLSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

The Hamilton Company, Inc. reported $16,835 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,421 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 0.10% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (1,630th of 2,726), and the 925th of 2,096 in real estate & leasing. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has grown from 153 to 197 since 2022.

Plan summary
Net assets, end of year$13,332,634
Participants with balances231
Active participants197
Employer contributions$279,974
Employee contributions$938,040
Employer contribution per active participant$1,421
Average account balance$57,717
Benefits paid to participants$342,897
Plan auditUnmodified (clean) audit opinion
AuditorMILLER WACHMAN
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 231 accts · $280K emplr
2023$11.0M · 195 accts · $259K emplr
2022$9.3M · 193 accts · $242K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,077
Investment management$5,758
Total administrative$16,835
The The Hamilton Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,421
Median for plans this size$2,416
2024$1,421 per active participant
2023$1,631 per active participant
2022$1,581 per active participant

The Hamilton Company, Inc.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,077
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,758

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$16,835 · 0.14%
2023$13,846 · 0.14%
2022$10,201 · 0.10%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
A.D. Makepeace Company MA$13.6M · 0.27%
Gatehouse Management, Inc. MA$13.4M · 0.42%
Nantucket Island Management MA$12.6M · 0.42%
Churchill Forge, Inc. MA$11.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043168136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.