# B. D. Holt Company 401(k) Plan
Source: https://planprovider.pro/companies/b-d-holt-company-401k-plan

> B. D. Holt Company's 401(k) plan: 4,849 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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