# Holden Industries, INC. DC Plan
Source: https://planprovider.pro/companies/holden-industries-inc-plan-001

> Holden Industries, INC.'s DC plan: 1,277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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