How big is Hamilton Management Group's plan?

Hamilton Management Group's plan reported $1.3M in assets and 24 participants for 2023.

Original filing (PDF)20250423122554NAL0005866609001

Hamilton Management Group

Name: Hamilton Management Group — Hamilton Management, Form 5500 (2023)
Creator: Hamilton Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hamilton Management Group 401(k) Plan

401(k) retirement plan · Hamilton Management Group's Hamilton Management Group 401(k) Plan held $1.3M in plan assets for 24 participants in 2023.

Signals · 1

Late filing · 5.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Hamilton Management Group's EIN is 20-2725160.

EIN 20-2725160

Plan number 001

Plan year 2023

ACK ID 20250423122554NAL0005866609001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hamilton Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hamilton Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MANAGEMENT GROUP.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 5.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score