How big is Hamilton Strategies, LLC's plan?

Hamilton Strategies, LLC's plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20251008130634NAL0005584321001

Hamilton Strategies, LLC

Name: Hamilton Strategies, LLC — Hamilton Strategies LLC, Form 5500 (2024)
Creator: Hamilton Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hamilton Strategies LLC 401(k) P/S Plan

401(k) retirement plan · Hamilton Strategies, LLC's Hamilton Strategies LLC 401(k) P/S Plan held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Michael Hamilton signed Hamilton Strategies, LLC's 2024 Form 5500 as plan administrator.

Michael Hamilton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hamilton Strategies, LLC's EIN is 03-0555565.

EIN 03-0555565

Plan number 001

Plan year 2024

ACK ID 20251008130634NAL0005584321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hamilton Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hamilton Strategies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAMILTON STRATEGIES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score