Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › Hamilton Capital LLC
Hamilton Capital LLC
- Service provider, as named on Schedule C
- EIN 833000171
- Plan year 2024
- Direct compensation reported $278,604
Assets of those plans
$19,384,998,589
0.25% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$278,604
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 8 |
| 26 | Investment advisory (participants) | 8 |
| 99 | Other fees | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $121,583 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $11,980 |
| The SCI 401(k) Retirement Savings Plan | Service Corporation International | $1,753,628,148 | 26,303 | $5,885 |
| Duly Health and Care 401(k) Plan | Midwest Physician Administrative Services LLC D/B/A Duly Health | $1,142,571,831 | 8,602 | $5,056 |
| Netjets Inc. 401(k) Plan | Netjets | $835,572,010 | 4,102 | $8,110 |
| HNTB Retirement and Savings Plan | HNTB Holdings | $623,027,532 | 7,895 | $5,429 |
| Vorys, Sater, Seymour and Pease LLP Retirement Plan | Vorys Sater Seymour and Pease | $435,538,575 | 1,069 | $93,785 |
| Ice Miller Retirement Plan | Ice Miller | $370,603,987 | 898 | $8,407 |
| Tom James Company 401(k) and Profit Sharing Plan | Tom James | $126,235,978 | 1,793 | $8,858 |
| Assetgenie, Inc. 401(k) Plan | Assetgenie | $11,006,513 | 207 | $9,511 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.