Plan Snapshot
- Plan Sponsor: Holland Advisory Services INC.
- Sponsor EIN: 593389161
- Sponsor Address: 700 W. GRANADA BLVD., ORMOND BEACH, FL, 32174
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 45
- Total Assets: $3.9M
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. |
| 2025 | 45 | $3.9M | $0 | $0 |
| 2024 | 27 | $3.9M | $60,515 | $192,230 |
| 2023 | 24 | $3.2M | $54,958 | $177,021 |
| 2022 | 24 | $3.3M | $58,385 | $183,496 |
Similar Plans
- Plan Fiduciary Services, INC. — 10,921 participants
- Plan Fiduciary Services, INC. — 4,946 participants
- Citadel Enterprise Americas LLC — 3,912 participants
- Plan Fiduciary Services, INC. — 3,880 participants
- Bayview Asset Management LLC — 2,509 participants
- Nesteggs Retirement Plan Services, INC. — 2,294 participants