HAMILTON SAFE GROUP 401(K) PLAN

Plan Contact

  • Address: 1030 ROUND BOTTON ROAD,MILFORD,OH
  • Contact person: DONNA LARASON
  • Phone: (513) 874-3733

Plan General Information

HAMILTON SAFE GROUP 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HAMILTON SAFE GROUP 401(K) PLAN is $18,668,293.00.This plan was established in 2013.

HAMILTON SAFE GROUP 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HAMILTON SAFE GROUP 401(K) PLAN is 365

HAMILTON SAFE GROUP 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HAMILTON SAFE GROUP 401(K) PLAN is $51,146.00

HAMILTON SAFE GROUP 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HAMILTON SAFE GROUP 401(K) PLAN is $3,105.00.

HAMILTON SAFE GROUP 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HAMILTON SAFE GROUP 401(K) PLAN is approximately $1,285.00
Investing in this additonal $1,285.00 for 20 years would give you extra $82,291.00, assuming a 10% annual return.

HAMILTON SAFE GROUP 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, HAMILTON SAFE GROUP 401(K) PLAN allocates $469,316.00 to match its employees' contributions, providing an employer match rate of 45.25% of their contributions

HAMILTON SAFE GROUP 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HAMILTON SAFE GROUP 401(K) PLAN is 16.74%.

HAMILTON SAFE GROUP 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HAMILTON SAFE GROUP 401(K) PLAN is 14.40%. This measures the effectiveness of the plan participants' investments in the year.

HAMILTON SAFE GROUP 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HAMILTON SAFE GROUP 401(K) PLAN is 0.35%.

Enrollment Features

HAMILTON SAFE GROUP 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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