Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RJ HAMILTON INVESTMENTS, LLC
EIN 47-3744763hospitalityLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 29 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
RJ HAMILTON CASH BALANCE PLAN
CashBalance
Assets$3.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RJ HAMILTON INVESTMENTS, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$513K
Participants21
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 | RJ HAMILTON CASH BALANCE PLAN | CashBalance | $3.8M | 8 | 2025 | |
| 002 | RJ HAMILTON INVESTMENTS, LLC PROFIT SHARING PLAN | ProfitSharing | $513K | 21 | 2025 |
Retirement plans