Plan Snapshot
- Plan Sponsor: Holman Automotive Group, INC.
- Sponsor EIN: 210610247
- Sponsor Address: 4001 LEADENHALL ROAD, MOUNT LAUREL, NJ, 08054
- Plan Type: 401(k)
- Total Participants: 6,451
- Total Assets: $688.8M
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 | 6,451 | $688.8M | $10.9M | $49.7M |
| 2023 | 6,083 | $588.2M | $10.2M | $45.2M |
| 2022 | 5,700 | $473.9M | $9.1M | $40.6M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $421,009 | — | $421,009 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $330,538 | — | $330,538 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $24,505 | — | $24,505 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $776,052
- Estimated Expense Ratio: 0.113% 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 | $776,052 | $751,547 | $3,600 | — | — |
| 2023 | $461,175 | $287,890 | — | — | — |
| 2022 | $417,968 | $268,730 | — | — | — |