# Holt Of California 401(k) Plan
Source: https://planprovider.pro/companies/holt-of-california-401k-plan

> Holt Of California's 401(k) plan: 916 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$161,400|—|$161,400|

| HOLT OF CALIFORNIA|PLAN ADMINISTRATOR|—|$16,440|$16,440|

| 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](https://planprovider.pro/provider/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:** $177,840

- **Estimated Expense Ratio:** 0.132% 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|$161,400|—|$161,400|—|—|

| 2023|$158,755|—|$158,755|—|—|

| 2022|$155,537|—|$155,537|—|—|

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