# Holstein Association Usa, INC. DB Plan
Source: https://planprovider.pro/companies/holstein-association-usa-inc-plan-001

> Holstein Association Usa, INC.'s DB plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holstein Association Usa, INC.

- **Sponsor EIN:** 030130760

- **Sponsor Address:** 1 HOLSTEIN PLACE, BRATTLEBORO, VT, 053020808

- **Plan Type:** DB

- **Total Participants:** 32

- **Total Assets:** $13.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|32|$13.0M|$496,225|$0|

| 2023|38|$12.3M|$514,482|$0|

| 2022|43|$12.0M|$630,988|$0|

## 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|

| WILLIS TOWERS WATSON US LLC|CONTRACTOR|$56,251|—|$56,251|

| SEI INVESTMENT COMPANY|CONTRACTOR|$40,006|—|$40,006|

| ADP, INC.|CONTRACTOR|$15,081|—|$15,081|

| GALLAGHER, FLYNN & COMPANY, LLP|CONTRACTOR|$7,800|—|$7,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — CONTRACTOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $119,138

- **Estimated Expense Ratio:** 0.919% 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|$271,497|$40,006|—|$7,800|—|

| 2023|$302,198|$37,418|—|$7,600|—|

| 2022|$284,762|$43,609|—|—|$65,950|

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