Plan Snapshot
- Plan Sponsor: Holtec International
- Sponsor EIN: 204598433
- Sponsor Address: 1 HOLTEC BOULEVARD, CAMDEN, NJ, 08104
- Plan Type: 401(k)
- Total Participants: 1,438
- Total Assets: $136.7M
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 | 1,438 | $136.7M | $8.2M | $12.3M |
| 2023 | 1,128 | $106.1M | $8.7M | $11.4M |
| 2022 | 1,071 | $77.0M | $6.5M | $8.4M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, 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 | $230,483 | $77,464 | $153,019 | — | — |
| 2023 | $218,556 | $100,531 | $118,025 | — | — |
| 2022 | $196,113 | $73,517 | $122,596 | — | — |