Plan Snapshot
- Plan Sponsor: Hollister Incorporated
- Sponsor EIN: 362404865
- Sponsor Address: 2000 HOLLISTER DR, LIBERTYVILLE, IL, 60048
- Plan Type: 401(k)
- Total Participants: 1,240
- Total Assets: $554.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,240 | $554.5M | $14.8M | $15.4M |
| 2023 | 1,305 | $540.6M | $14.6M | $15.1M |
| 2022 | 1,289 | $525.0M | $13.9M | $13.3M |
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 | $49,147 | — | $49,147 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $40,524 | — | $40,524 |
| MILLER COOPER & CO., LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MILLER COOPER & CO., LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,671
- Estimated Expense Ratio: 0.016% 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 | $89,669 | $49,145 | — | — | — |
| 2023 | $65,381 | $34,446 | — | — | — |
| 2022 | $59,812 | $13,677 | — | — | — |