# Holstein Association Usa, INC. DC Plan
Source: https://planprovider.pro/companies/holstein-association-usa-inc-plan-002

> Holstein Association Usa, INC.'s DC plan: 88 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:** P.O. BOX 808, BRATTLEBORO, VT, 053020808

- **Plan Type:** DC

- **Total Participants:** 88

- **Total Assets:** $25.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|88|$25.2M|$291,983|$539,666|

| 2023|93|$22.3M|$257,953|$456,059|

| 2022|86|$20.2M|$255,739|$448,474|

## 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|

| TRG INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$26,235|—|$26,235|

| GALLAGHER, FLYNN & COMPANY, LLP|ACCOUNTANT/AUDITOR|$7,800|—|$7,800|

### Verified Provider Profiles

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

- [TRG INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/trg-investment-advisors-llc) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,035

- **Estimated Expense Ratio:** 0.135% 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|$4,085|—|—|$7,800|—|

| 2023|$311|—|—|$7,600|—|

| 2022|$1,989|—|—|—|—|

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- [Aspire Living & Learning, INC.](https://planprovider.pro/companies/aspire-living-learning-inc-401k-plan) — 1,080 participants

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