How big is Hamilton Financial Inc.'s plan?

Hamilton Financial Inc.'s plan reported $3.1M in assets and 3 participants for 2025.

Original filing (PDF)20260327054324NAL0009380144001

Hamilton Financial Inc.

Name: Hamilton Financial Inc. — Hamilton Financial, Inc., Form 5500 (2025)
Creator: Hamilton Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hamilton Financial, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Hamilton Financial Inc.'s Hamilton Financial, Inc. 401(k) Profit Sharing Plan held $3.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Hamilton Financial Inc.'s EIN is 04-2998757.

EIN 04-2998757

Plan number 002

Plan year 2025

ACK ID 20260327054324NAL0009380144001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hamilton Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hamilton Financial Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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