# Holt And Bugbee Company 401(k) Plan
Source: https://planprovider.pro/companies/holt-and-bugbee-company-401k-plan

> Holt And Bugbee Company's 401(k) plan: 168 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 Bugbee Company

- **Sponsor EIN:** 041448200

- **Sponsor Address:** 1600 SHAWSHEEN ST., TEWKSBURY, MA, 01876

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

- **Total Participants:** 168

- **Total Assets:** $15.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|168|$15.3M|$180,553|$536,084|

| 2023|164|$14.4M|$180,465|$501,514|

| 2022|159|$12.5M|$178,655|$507,822|

## 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|

| KAHN, LITWIN, RENZA & CO., LTD.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$3,315|—|$3,315|—|—|

| 2023|$3,225|—|$3,225|—|—|

| 2022|$3,045|—|$3,045|—|—|

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