Plan Snapshot
- Plan Sponsor: Holt Farms, LLC
- Sponsor EIN: 320299218
- Sponsor Address: P.O. BOX 130, ENTERPRISE, UT, 84725
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $7.0M
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 | 142 | $7.0M | $251,212 | $323,195 |
| 2023 | 136 | $5.8M | $223,643 | $313,973 |
| 2022 | 139 | $4.4M | $196,855 | $303,504 |
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 |
|---|---|---|---|---|
| SQUIRE & COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SQUIRE & COMPANY, PC — Auditor
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 | $7,705 | $250 | — | — | — |
| 2023 | $6,208 | $112 | — | — | — |
| 2022 | — | — | — | — | — |