How big is The Hamilton Group, LLC's plan?

The Hamilton Group, LLC's plan reported $10.7M in assets and 36 participants for 2025.

Original filing (PDF)20260313120424NAL0007794064001

The Hamilton Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Hamilton Group, LLC Employees' 401(k) Savings Plan

401(k) retirement plan · The Hamilton Group, LLC's The Hamilton Group, LLC Employees' 401(k) Savings Plan held $10.7M in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan identifiers

The Hamilton Group, LLC's EIN is 22-3522097.

EIN 22-3522097

Plan number 003

Plan year 2025

ACK ID 20260313120424NAL0007794064001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Hamilton Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Hamilton Group, LLC'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 THE HAMILTON GROUP, 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

Knocking points off