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Original filing (PDF)20251010143954NAL0013340256001
HAMILTON U.S. SERVICES LLC
Form 5500
FILING_RECEIVED
HAMILTON U.S. SERVICES LLC 401(K) PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
165
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAMILTON U.S. SERVICES LLC.
Plan sponsor
Name
HAMILTON U.S. SERVICES LLC
EIN
38-4043405
Address
5101 COX ROAD , SUITE 200 · HENRICO COUNTY · GLEN ALLEN, VA · 23060
Phone
(203) 659-7373
Industry
Finance & Insurancesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
25 direct securities · 1 pooled fund· $13.7M(100% of reported assets)
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.
Uncategorized
$13.4M
25 holdings
Common Collective Trust
$318K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2040 IPR Mutual fund | — | — | — | $2.3M | 16.5% | |
| FID 500 INDEX Mutual fund | — | — | — | $1.8M | 13.0% | |
| FID LG CAP GR IDX Mutual fund | — | — | — | $1.6M | 12.0% | |
| FID FDM IDX 2030 IPR Mutual fund | — | — | — | $1.6M | 11.8% | |
| FID FDM IDX 2045 IPR Mutual fund | — | — | — | $1.3M | 9.6% | |
| FID FDM IDX 2035 IPR Mutual fund | — | — | — | $1.1M | 7.8% | |
| FID FDM IDX 2025 IPR Mutual fund | — | — | — | $747K | 5.5% | |
| FID FDM IDX 2050 IPR Mutual fund | — | — | — | $556K | 4.1% | |
| FID FDM IDX 2055 IPR Mutual fund | — | — | — | $542K | 4.0% | |
| PUTN LG CAP VAL R6 Mutual fund | — | — | — | $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 | — | — | — | $276K | 2.0% | |
| FID FDM IDX 2060 IPR Mutual fund | — | — | — | $191K | 1.4% | |
| FID SM CAP IDX Mutual fund | — | — | — | $183K | 1.3% | |
| BLKRK MD CP GR EQ K Mutual fund | — | — | — | $179K | 1.3% | |
| STATE ST GLB EX-US K Mutual fund | — | — | — | $107K | 0.8% | |
| FID FDM IDX 2065 IPR Mutual fund | — | — | — | $106K | 0.8% | |
| AF BOND FD AMER R6 Mutual fund | — | — | — | $104K | 0.8% | |
| FKLN SM CAP VALUE R6 Mutual fund | — | — | — | $102K | 0.7% | |
| J H DEV WORLD BOND N Mutual fund ** 744 JPM EMRG MKTS EQ R6 Mutual fund | — | — | — | $66K | 0.5% | |
| MFS MID CAP VALUE R6 Mutual fund | — | — | — | $65K | 0.5% | |
| Notes receivable from participants Interest rate *** N/A | — | — | — | $41K | 0.3% | |
| FID INFL PR BD IDX Mutual fund | — | — | — | $30K | 0.2% | |
| DFA REAL EST SEC I Mutual fund | — | — | — | $24K | 0.2% | |
| FID FDM IDX 2015 IPR Mutual fund ** 165 * FID FDM IDX 2020 IPR Mutual fund | — | — | — | $11K | <0.1% | |
| LD ABT DEV GRTH R6 Mutual fund | — | — | — | $2K | <0.1% |
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