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Original filing (PDF)20251009154646NAL0007235009001
HAMILTON EXHIBITS, LLC
Form 5500
FILING_RECEIVED
HAMILTON EXHIBITS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
130
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMILTON EXHIBITS, LLC.
Plan sponsor
Name
HAMILTON EXHIBITS, LLC
EIN
35-2008033
Address
9150 EAST 33RD STREET · INDIANAPOLIS, IN · 46235
Phone
(800) 688-9302
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KATZ, SAPPER & MILLER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | — | CONTRACT ADMINISTRATOR | $0 | — |
Investments
31 direct securities· $9.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 Fund 63,584 | — | — | — | $1.4M | 14.5% | |
| T. Rowe Price Retirement 2030 Fund 44,271 | — | — | — | $1.1M | 11.6% | |
| T. Rowe Price Retirement 2040 Fund 31,252 | — | — | — | $955K | 9.8% | |
| JPMorgan Large Cap Growth Fund R6 10,706 | — | — | — | $897K | 9.2% | |
| T. Rowe Price Retirement 2050 Fund 44,035 | — | — | — | $834K | 8.5% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $791K | 8.1% | |
| T. Rowe Price Retirement 2035 Fund 35,009 | — | — | — | $737K | 7.5% | |
| Schwab S&P 500 Index Fund 7,144 | — | — | — | $645K | 6.6% | |
| T. Rowe Price Retirement 2055 Fund 21,521 | — | — | — | $428K | 4.4% | |
| JPMorgan US Small Company Fund R6 13,889 | — | — | — | $250K | 2.6% | |
| JPMorgan Small Cap Growth Fund R6 10,263 | — | — | — | $229K | 2.3% | |
| EuroPacific Growth Fund 3,439 | — | — | — | $185K | 1.9% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Value Fund R6 3,651 | — | — | — | $175K | 1.8% | |
| Columbia Dividend Income Fund I3 4,804 | — | — | — | $162K | 1.7% | |
| T. Rowe Price Retirement 2065 Fund 10,956 | — | — | — | $141K | 1.4% | |
| T. Rowe Price Retirement 2025 Fund 8,267 | — | — | — | $137K | 1.4% | |
| Cohen & Steers Real Estate Securities Fund Z 5,410 | — | — | — | $93K | 1.0% | |
| T. Rowe Price Retirement 2060 Fund 5,293 | — | — | — | $88K | 0.9% | |
| T. Rowe Price Retirement 2020 Fund 4,570 | — | — | — | $85K | 0.9% | |
| JPMorgan Mid Cap Value Fund R6 2,092 | — | — | — | $77K | 0.8% | |
| American Beacon Small Cap Value Fund R5 37 ** 910 Calvert Growth Allocation Fund 2,776 | — | — | — | $74K | 0.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25-10.50%, with maturities through November 2029 0 | — | — | — | $60K | 0.6% | |
| Delaware Emerging Markets Fund R6 2,583 | — | — | — | $53K | 0.5% | |
| T. Rowe Price Retirement 2015 Fund 2,560 | — | — | — | $32K | 0.3% | |
| Lord Abbett High Yield Fund R6 4,491 | — | — | — | $29K | 0.3% | |
| PIMCO Income Institutional Fund 2,701 | — | — | — | $28K | 0.3% | |
| PGIM Global Total Return Fund R6 3,390 | — | — | — | $17K | 0.2% | |
| Carillon Eagle Mid Cap Growth Fund R6 220 | — | — | — | $17K | 0.2% | |
| PIMCO Stocksplus International I Fund 1,408 | — | — | — | $12K | 0.1% | |
| Columbia Overseas Value Fund I3 1,062 | — | — | — | $11K | 0.1% | |
| T. Rowe Price Retirement 2010 Fund 170 | — | — | — | $3K | <0.1% |
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