· 2022–2024 · DOL EFAST2

JAMES H. HAMILL ASSOCIATES, INC. — JAMES H. HAMILL ASSOC., INC. RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20250728152237NAL0005178610001

JAMES H. HAMILL ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

JAMES H. HAMILL ASSOC., INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

11

Accounts w/ balance

8

Plan assets (EOY)

$887K

Net assets (EOY)

$887K

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

70

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JAMES H. HAMILL ASSOCIATES, INC.

EIN

16-0767228all filings

Address

120 LINDEN OAKS · SUITE 150 · ROCHESTER, NY · 14625

Phone

(585) 544-2520

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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