# Hollins Management Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hollins-management-group-inc-401k-plan

> Hollins Management Group, INC.'s 401(k) plan: 4,891 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/holthouse-carlin-and-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|

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