· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAMILTON-RYKER GROUP, INC. — HAMILTON-RYKER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014133859NAL0001473299001
HAMILTON-RYKER GROUP, INC.
Form 5500
FILING_RECEIVED
HAMILTON-RYKER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
100% employer stock
Active participants
83
Accounts w/ balance
496
Plan assets (EOY)
$943K
Net assets (EOY)
-$4.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAMILTON-RYKER GROUP, INC.
.
Find decision makers
Plan sponsor
Name
HAMILTON-RYKER GROUP, INC.
EIN
62-1859623
Address
943 MAIN STREET · MARTIN, TN · 38237
Phone
(731) 587-3161
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $162K
(17% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Hamilton-Ryker Group, Inc. Common Stock, 80,000 shares
—
—
$12.2M
$162K
17.1%
Related plans
Similar-size Admin Support & Waste Mgmt plans
LAW OFFICES OF JOSEPH A CAROFA
LAW OFFICES OF JOSEPH A CAROFA 401(K) PROFIT SHARING PLAN & TRUST
$942K · 9 participants
THE STOLLER COMPANY, INC.
THE STOLLER COMPANY, INC. PROFIT SHARING AND SAVINGS PLAN
$939K · 4 participants
G MESA LAW FIRM PC
G MESA LAW FIRM PC CASH BALANCE PLAN
$939K · 12 participants
PIRIBEBUY PHYSICIAN SUPPORT SERVICES, LLC
PIRIBEBUY PHYSICIAN SUPPORT SERVICES 401(K) PLAN
$948K · 13 participants
GREAT LAKES BUSINESS CREDIT LL
100
Knocking points off
Top holding "Hamilton-Ryker Group, Inc. Common Stock, 80,000 shares" is 100% of plan.
100% of plan in employer / sponsor stock.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
GREAT LAKES BUSINESS CREDIT LL 401(K) PROFIT SHARING PLAN & TRUST
$938K · 21 participants
MODE MOBILE LLC
MODE MOBILE LLC 401(K) PROFIT SHARING PLAN & TRUST
$949K · 15 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
