Plan Snapshot
- Plan Sponsor: Holt Of California
- Sponsor EIN: 680421094
- Sponsor Address: 7310 PACIFIC AVENUE, PLEASANT GROVE, CA, 956689708
- Plan Type: 401(k)
- Total Participants: 916
- Total Assets: $135.0M
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 | 916 | $135.0M | $5.0M | $5.9M |
| 2023 | 881 | $123.6M | $5.4M | $5.6M |
| 2022 | 851 | $103.1M | $5.2M | $5.2M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $161,400 | — | $161,400 | — | — |
| 2023 | $158,755 | — | $158,755 | — | — |
| 2022 | $155,537 | — | $155,537 | — | — |