Plan Snapshot
- Plan Sponsor: Holt Logistics Corp.
- Sponsor EIN: 470853788
- Sponsor Address: 101 S. KING STREET, GLOUCESTER CITY, NJ, 08030
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $44.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 416 | $44.8M | $1.1M | $2.3M |
| 2023 | 406 | $38.1M | $992,861 | $1.9M |
| 2022 | 371 | $31.1M | $787,932 | $1.6M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $94,291 | $45,833 | — | — | — |
| 2023 | $132,849 | — | — | — | — |
| 2022 | $158,646 | $93,372 | $53,439 | — | $11,835 |