Original filing (PDF)20250422221034NAL0004931233027

HAMILTON GRAY WEALTH MANAGEMENT LLC

Name: HAMILTON GRAY WEALTH MANAGEMENT LLC — HAMILTON GRAY WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: HAMILTON GRAY WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

HAMILTON GRAY WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAMILTON GRAY WEALTH MANAGEMENT LLC.

Plan sponsor

Name

HAMILTON GRAY WEALTH MANAGEMENT LLC

EIN

47-2724400

Address

429 LENOX AVENUE · MIAMI BEACH, FL · 33139

Phone

(305) 600-1161

Industry

Finance & Insurancesee all

Plan administrator