PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HAMILTON & COMPANY
Sponsor portfolio

HAMILTON & COMPANY

EIN 22-2142255-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
18
650 COLLEGE RD EAST, STE 3400 - PRINCETON, NJ 08540609-452-0300
Plans on this EIN
2 filings
#003TraditionalDB-$1.9M - 10 part#002401k-$1.5M - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DEFINED BENEFIT PLAN (#003)55%
  • & COMPANY 401(K) (#002)45%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#003)10
  • & COMPANY 401(K) (#002)8
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HAMILTON & COMPANY DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HAMILTON & COMPANY 401(K) PLAN

401k

Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HAMILTON & COMPANY DEFINED BENEFIT PLANTraditionalDB$1.9M102025
002HAMILTON & COMPANY 401(K) PLAN401k$1.5M82025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica