Hamilton Investment Group, LLC Series D 401(k) Plan

The Hamilton Investment Group, LLC Series D 401(k) on its latest Form 5500

Hamilton Investment Group, LLC Series D (EIN 46-1036795) reports HAMILTON INVESTMENT GROUP LLC, SERIES D 401(K) PLAN on its most recent Form 5500, with $99K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Hamilton Investment Group, LLC Series D filing — schedules, fees, and providers.

Who runs the Hamilton Investment Group, LLC Series D 401(k)?

Hamilton Investment Group, LLC Series D’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Hamilton Investment Group, LLC Series DHR for the recordkeeper’s name and login.

How to check your Hamilton Investment Group, LLC Series D 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Hamilton Investment Group, LLC Series D HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).