# Holt Lunsford Commerical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/holt-lunsford-commerical-inc-401k-plan

> Holt Lunsford Commerical, INC.'s 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holt Lunsford Commerical, INC.

- **Sponsor EIN:** 752439290

- **Sponsor Address:** 5950 BERKSHIRE LANE, DALLAS, TX, 75225

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

- **Total Participants:** 177

- **Total Assets:** $9.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|177|$9.4M|$237,022|$1.0M|

| 2023|183|$9.2M|$194,747|$857,375|

| 2022|175|$9.1M|$182,830|$787,466|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$42,175|—|$42,175|

| RBC CAPITAL MARKETS, LLC|INVESTMENT ADVISORY|—|$23,217|$23,217|

| INWEST RETIREMENT|CONTRACT ADMINISTRATOR|$3,735|$2,731|$6,466|

| PSK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RBC CAPITAL MARKETS, LLC](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISORY

- [PSK, LLP](https://planprovider.pro/provider/psk-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,858

- **Estimated Expense Ratio:** 0.764% 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|$51,505|—|$51,505|—|—|

| 2023|$41,999|—|$41,999|—|—|

| 2022|$41,190|—|$41,190|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/holt-lunsford-commerical-inc-401k-plan)

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