# Holland & Knight LLP 401(k) Plan
Source: https://planprovider.pro/companies/holland-knight-llp-401k-plan

> Holland & Knight LLP's 401(k) plan: 3,797 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holland & Knight LLP

- **Sponsor EIN:** 590663819

- **Sponsor Address:** 524 GRAND REGENCY BLVD, BRANDON, FL, 335103931

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

- **Total Participants:** 3,797

- **Total Assets:** $2.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|3,797|$2.0B|$42.7M|$53.9M|

| 2023|3,700|$1.8B|$39.6M|$48.3M|

| 2022|3,060|$1.3B|$32.0M|$38.6M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$298,950|—|$298,950|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$70,218|—|$70,218|

| BRINKER CAPITAL INV LLC|CONSULTANT|$66,038|—|$66,038|

| CAPFINANCIAL PARTNERS, LLC|CONSULTANT|$65,000|—|$65,000|

| SC&H ATTEST SERVICES, P.C.|ACCOUNTANT/AUDITOR|$52,750|—|$52,750|

| OCTOBER THREE CONSULTING LLC|ACTUARY|$25,917|—|$25,917|

| MAHONEY AND ASSOC|CONSULTANT|$8,880|—|$8,880|

| FLAHARTY ASSET MAN|OTHER SERVICES|$8,278|—|$8,278|

| CHAS P. SMITH ASSOC|CONSULTANT|$5,067|—|$5,067|

### Verified Provider Profiles

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

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SC&H ATTEST SERVICES, P.C.](https://planprovider.pro/provider/scandh-attest-services-pc) — ACCOUNTANT/AUDITOR

- [CHAS P. SMITH ASSOC](https://planprovider.pro/provider/cps-investment-advisors) — CONSULTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $601,098

- **Estimated Expense Ratio:** 0.030% 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|$781,840|$298,950|—|$52,750|—|

| 2023|$725,256|$572,936|—|$49,250|—|

| 2022|$642,969|$406,477|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/holland-knight-llp-401k-plan)

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