# Holiday Auto 401(k) Plan
Source: https://planprovider.pro/companies/holiday-auto-401k-plan

> Holiday Auto's 401(k) plan: 245 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holiday Auto

- **Sponsor EIN:** 390789560

- **Sponsor Address:** 321 N. ROLLING MEADOWS DRIVE, FOND DU LAC, WI, 54937

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

- **Total Participants:** 245

- **Total Assets:** $20.3M

## 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|245|$20.3M|$331,392|$1.4M|

| 2023|231|$17.6M|$192,121|$1.3M|

| 2022|206|$14.9M|$179,632|$1.3M|

## 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|

| NYHART|NONE|$46,909|—|$46,909|

| NATIONAL EXCHANGE BANK AND TRUST|NONE|$40,136|—|$40,136|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $87,045

- **Estimated Expense Ratio:** 0.429% 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|$87,786|—|$87,786|—|—|

| 2023|$74,095|—|$74,095|—|—|

| 2022|$74,616|—|$35,873|—|$38,735|

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