Plan Snapshot
- Plan Sponsor: Holland Partner Group Operations, LLC
- Sponsor EIN: 900806782
- Sponsor Address: 808 WASHINGTON STREET, SUITE 500, VANCOUVER, WA, 98660
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 778
- Total Assets: $62.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 778 | $62.0M | $2.9M | $5.5M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL | Investment Advisor | $47,085 | — | $47,085 |
| PENSION PLAN SPECIALISTS, PC | Recordkeeper | $34,866 | — | $34,866 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $10,019 | — | $10,019 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $6,925 | — | $6,925 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL — Investment Advisor
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,895
- Estimated Expense Ratio: 0.160% 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 |
|---|---|---|---|---|---|
| 2023 | $200,694 | $47,085 | $135,529 | — | — |