Filings through .
Hamilton Capital LLC
Matched across 12 name variants in the filings
Hamilton Capital LLC summary
Hamilton Capital LLC appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $24.1B in assets for 127,719 participants. The median client plan holds $403M. Most client plans are sponsored in OH, GA and MI. The largest clients by plan assets are Southwest Airlines Company, Ameriteam Services, LLC and Service Corporation Intl. Plans reported $1.6M in direct and indirect compensation paid to Hamilton Capital LLC. The median is $48K per plan.
- Participants
- 127,719
- Median plan assets
- $403M
- Median plan participants
- 1,950
- Median fees per plan
- $48K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Southwest Airlines Company | TX | $13.7B | 12,991 |
| Ameriteam Services, LLC | TN | $2.1B | 24,670 |
| Service Corporation Intl | TX | $2.0B | 28,075 |
| Lockton, Inc. | MO | $1.7B | 9,677 |
| Wellstar Health System, Inc. | GA | $1.5B | 21,242 |
| The Board of Trustees of the Electrical Workers Pension Trust | MI | $1.0B | 8,309 |
| HNTB Holdings Ltd. | MO | $714M | 8,733 |
| Vorys, Sater, Seymour and Pease LLP | OH | $483M | 1,094 |
| Ice Miller LLP | IN | $403M | 922 |
| Tidalhealth, Inc. | MD | $180M | 6,415 |
| Tom James Company | TN | $140M | 1,950 |
| Board of Trustees Sheet Metal Workers Local Pension Plan | OH | $80.5M | 1,705 |
| Toledo Area Sheet Metal Workers Pension Plan Joint Board of Trustee | MI | $49.4M | 875 |
| Van Michael Salon, Inc. | GA | $33.5M | 368 |
| Assetgenie, Inc. | PA | $13.1M | 279 |
| MKSK, Inc. | OH | $11.1M | 148 |
| Improveit Home Remodeling, Inc. | OH | $6.3M | 266 |
- TXParticipants 12,991
- TNParticipants 24,670
- TXParticipants 28,075
- Lockton, Inc.$1.7BMOParticipants 9,677
- GAParticipants 21,242
- MIParticipants 8,309
- HNTB Holdings Ltd.$714MMOParticipants 8,733
- OHParticipants 1,094
- Ice Miller LLP$403MINParticipants 922
- Tidalhealth, Inc.$180MMDParticipants 6,415
- Tom James Company$140MTNParticipants 1,950
- OHParticipants 1,705
- MIParticipants 875
- Van Michael Salon, Inc.$33.5MGAParticipants 368
- Assetgenie, Inc.$13.1MPAParticipants 279
- MKSK, Inc.$11.1MOHParticipants 148
- OHParticipants 266
Top client states
- OH4 plans
- GA2 plans
- MI2 plans
- MO2 plans
- TN2 plans
Frequently asked questions
- Who uses Hamilton Capital LLC?
- 17 retirement plans list Hamilton Capital LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Southwest Airlines Company, Ameriteam Services, LLC, Service Corporation Intl, Lockton, Inc. and Wellstar Health System, Inc.. Most client plans are sponsored in OH, GA and MI.
- How many plans does Hamilton Capital LLC serve?
- Hamilton Capital LLC serves 17 retirement plans with $24.1B in plan assets and 127,719 participants, based on the latest Form 5500 filings through 2024.
- What does Hamilton Capital LLC charge?
- Plans reported $1.6M in total Schedule C compensation paid to Hamilton Capital LLC. The median plan paid $48K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Hamilton Capital as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| John Hancock (Manulife) | 1 |
| State Street (SSgA) | 1 |
| Vanguard | 1 |
Target-date series
| Series | Plans |
|---|---|
| SSgA Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.