Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
STEPHEN HAMILTON, INC.
EIN 36-3776737photographyLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
10
1520 WEST FULTON STREET - CHICAGO, IL 60607312-733-4583stephenhamilton.comLinkedIn1-10 employeesphotography
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STEPHEN HAMILTON, INC. PROFIT SHARING 401(K) PLAN AND TRUST
401k
Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STEPHEN HAMILTON, INC. CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STEPHEN HAMILTON, INC. PROFIT SHARING 401(K) PLAN AND TRUST | 401k | $1.8M | 5 | 2024 | |
| 002 | STEPHEN HAMILTON, INC. CASH BALANCE PENSION PLAN & TRUST | CashBalance | $1.5M | 5 | 2024 |
Retirement plans