# Holden Farms, INC. 401(k) Plan
Source: https://planprovider.pro/companies/holden-farms-inc-410979973-001

> Holden Farms, INC.'s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holden Farms, INC.

- **Sponsor EIN:** 410979973

- **Sponsor Address:** PO BOX 257, NORTHFIELD, MN, 550570000

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 177

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|177|$17.3M|$545,072|$487,216|

| 2023|185|$14.4M|$536,922|$489,989|

| 2022|171|$14.4M|$491,077|$467,684|

## 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|

| MURRAY FINANCIAL GROUP LLC DBA ISC|Investment Advisor|$37,763|—|$37,763|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$24,621|—|$24,621|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $62,384

- **Estimated Expense Ratio:** 0.361% 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|$63,442|$38,821|—|—|—|

| 2023|$59,537|$35,595|—|—|—|

| 2022|$53,445|—|$53,445|—|—|

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