# Holt And Associates, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/holt-and-associates-pllc-401k-plan

> Holt And Associates, PLLC's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holt And Associates, PLLC

- **Sponsor EIN:** 640886275

- **Sponsor Address:** 2815 HIGHWAY 15 N, LAUREL, MS, 39440

- **Plan Type:** 401(k)

- **Total Participants:** 12

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|12|$1.9M|$54,479|$90,655|

| 2023|8|$1.5M|$41,807|$76,615|

| 2022|6|$1.1M|$35,793|$56,630|

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