Plan Snapshot
- Plan Sponsor: Holder Construction Group, LLC
- Sponsor EIN: 582535136
- Sponsor Address: 3300 RIVERWOOD PARKWAY, SUITE 1200, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 1,589
- Total Assets: $229.4M
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 | 1,589 | $229.4M | $7.0M | $17.6M |
| 2023 | 1,402 | $193.7M | $5.5M | $15.4M |
| 2022 | 1,316 | $154.8M | $4.5M | $13.3M |
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 |
|---|---|---|---|---|
| NATIONWIDE | Insurance Carrier | $241,602 | — | $241,602 |
| PENSION FINANCIAL SERVICES, INC. | Other Service Provider | $105,873 | $95,325 | $201,198 |
| BRINKER CAPITAL INVESTMENTS | Other Service Provider | $116,848 | — | $116,848 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $559,648
- Estimated Expense Ratio: 0.244% 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 | $332,247 | — | $332,247 | — | — |
| 2023 | $819,577 | $194,808 | $215,071 | — | — |
| 2022 | $882,064 | $394,084 | $367,277 | — | $120,703 |