Plan Snapshot
- Plan Sponsor: B. D. Holt Company
- Sponsor EIN: 741389993
- Sponsor Address: 3302 SOUTH W.W.WHITE RD, SAN ANTONIO, TX, 78222
- Plan Type: 401(k)
- Total Participants: 4,849
- Total Assets: $505.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,849 | $505.0M | $22.5M | $27.0M |
| 2023 | 4,256 | $432.7M | $20.6M | $24.3M |
| 2022 | 3,566 | $359.7M | $10.8M | $20.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | $252,200 | — | $252,200 |
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $230,259 | — | $230,259 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $482,459
- Estimated Expense Ratio: 0.096% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $483,359 | $252,200 | — | — | — |
| 2023 | $408,851 | $213,171 | — | — | — |
| 2022 | $378,634 | $205,878 | — | — | $1,800 |