Vincent Kelly signed Hamilton U.S. Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hamilton U.S. Services LLC's EIN is 38-4043405.
Download the official 2024 Form 5500 (PDF) for Hamilton U.S. Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hamilton U.S. Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2040 IPR Mutual fund | Common Collective Trusts | — | — | $2.3M | 16.5% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $1.8M | 13.0% | |
| FID LG CAP GR IDX Mutual fund | Common Collective Trusts | — | — | $1.6M | 12.0% | |
| FID FDM IDX 2030 IPR Mutual fund | Common Collective Trusts | — | — | $1.6M | 11.8% | |
| FID FDM IDX 2045 IPR Mutual fund | Common Collective Trusts | — | — | $1.3M | 9.6% | |
| FID FDM IDX 2035 IPR Mutual fund | Common Collective Trusts | — | — | $1.1M | 7.8% | |
| FID FDM IDX 2025 IPR Mutual fund | Common Collective Trusts | — | — | $747K | 5.5% | |
| FID FDM IDX 2050 IPR Mutual fund | Common Collective Trusts | — | — | $556K | 4.1% | |
| FID FDM IDX 2055 IPR Mutual fund | Common Collective Trusts | — | — | $542K | 4.0% | |
| PUTN LG CAP VAL R6 Mutual fund | Other securities | — | — | $372K | 2.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $318K | 2.3% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $276K | 2.0% | |
| FID FDM IDX 2060 IPR Mutual fund | Common Collective Trusts | — | — | $191K | 1.4% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $183K | 1.3% | |
| BLKRK MD CP GR EQ K Mutual fund | Other securities | — | — | $179K | 1.3% | |
| STATE ST GLB EX-US K Mutual fund | Other securities | — | — | $107K | 0.8% | |
| FID FDM IDX 2065 IPR Mutual fund | Common Collective Trusts | — | — | $106K | 0.8% | |
| AF BOND FD AMER R6 Mutual fund | Other securities | — | — | $104K | 0.8% | |
| FKLN SM CAP VALUE R6 Mutual fund | Other securities | — | — | $102K | 0.7% | |
| J H DEV WORLD BOND N Mutual fund ** 744 JPM EMRG MKTS EQ R6 Mutual fund | Other securities | — | — | $66K | 0.5% | |
| MFS MID CAP VALUE R6 Mutual fund | Mutual Funds | — | — | $65K | 0.5% | |
| Notes receivable from participants Interest rate *** N/A | Other securities | — | — | $41K | 0.3% | |
| FID INFL PR BD IDX Mutual fund | Common Collective Trusts | — | — | $30K | 0.2% | |
| DFA REAL EST SEC I Mutual fund | Mutual Funds | — | — | $24K | 0.2% | |
| FID FDM IDX 2015 IPR Mutual fund ** 165 * FID FDM IDX 2020 IPR Mutual fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| LD ABT DEV GRTH R6 Mutual fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
