Plan Snapshot
- Plan Sponsor: Holden Industries, INC.
- Sponsor EIN: 200876409
- Sponsor Address: 500 LAKE COOK ROAD, DEERFIELD, IL, 60015
- Plan Type: DC
- Total Participants: 1,277
- Total Assets: $78.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,277 | $78.2M | $68,037 | $6.9M |
| 2023 | 1,290 | $77.0M | $176,453 | $6.7M |
| 2022 | 1,237 | $61.6M | $46,865 | $5.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $194,187 | — | $194,187 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,751 | — | $21,751 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $215,938
- Estimated Expense Ratio: 0.276% 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 | $302,009 | $21,751 | — | — | — |
| 2023 | $269,600 | $91,214 | — | — | — |
| 2022 | $293,800 | $86,572 | — | — | — |