How big is The Hamilton Agency's plan?

The Hamilton Agency's plan reported $12K in assets and 4 participants for 2024.

Original filing (PDF)20250723082723NAL0001727283001

The Hamilton Agency

Name: The Hamilton Agency — The Hamilton Agency 401(k), Form 5500 (2024)
Creator: The Hamilton Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Hamilton Agency 401(k) Plan

401(k) retirement plan · The Hamilton Agency's The Hamilton Agency 401(k) Plan held $12K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan identifiers

The Hamilton Agency's EIN is 85-1141957.

EIN 85-1141957

Plan number 001

Plan year 2024

ACK ID 20250723082723NAL0001727283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Hamilton Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Hamilton Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off