Plan Snapshot
- Plan Sponsor: Holland America Line N.V.
- Sponsor EIN: 980162703
- Sponsor Address: 450 THIRD AVE. W., SEATTLE, WA, 981194002
- Plan Type: 401(k)
- Total Participants: 1,488
- Total Assets: $210.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,488 | $210.1M | $6.7M | $8.7M |
| 2023 | 1,449 | $188.1M | $5.8M | $7.7M |
| 2022 | 1,205 | $161.0M | $4.9M | $6.4M |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | Auditor | $22,291 | — | $22,291 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,291
- Estimated Expense Ratio: 0.011% 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 | $228,846 | $35,250 | $143,658 | $22,291 | — |
| 2023 | $296,485 | $60,191 | $130,513 | $25,750 | — |
| 2022 | $262,247 | $62,797 | $126,460 | — | $72,990 |