Plan Snapshot
- Plan Sponsor: Hollins Management Group, INC.
- Sponsor EIN: 205854881
- Sponsor Address: 1450 N BENSON AVE, UPLAND, CA, 91786
- Plan Type: 401(k)
- Total Participants: 4,891
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,891 | $9.1M | $424,902 | $2.4M |
| 2023 | 3,668 | $6.9M | $0 | $2.1M |
| 2022 | 1,948 | $4.7M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| ORENDA RETIREMENT LLC | CONTRACT ADMINISTRATOR | $86,224 | $3,673 | $89,897 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $86,714 | — | $86,714 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $30,102 | $72 | $30,174 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,785
- Estimated Expense Ratio: 2.275% 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 | $203,112 | $15,051 | $173,010 | — | — |
| 2023 | $142,802 | $10,784 | $121,234 | — | — |
| 2022 | $87,688 | $7,720 | $72,248 | — | $7,720 |