Plan Snapshot
- Plan Sponsor: Holtec Manufacturing Division, INC.
- Sponsor EIN: 251475839
- Sponsor Address: 750 BRADDOCK AVE, EAST PITTSBURGH, PA, 151121231
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 169 | $14.8M | $587,845 | $675,584 |
| 2023 | 151 | $12.9M | $494,919 | $574,045 |
| 2022 | 151 | $11.8M | $455,456 | $539,656 |
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 | Recordkeeper | $82,755 | — | $82,755 |
| PRINCIPAL SECURITIES INC | Other Service Provider | — | $12,899 | $12,899 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,654
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 |
|---|---|---|---|---|---|
| 2025 | $12,562 | — | $62 | — | — |
| 2024 | $82,755 | — | $82,755 | — | — |
| 2023 | $56,647 | — | $56,647 | — | — |
| 2022 | $56,895 | — | $56,895 | — | — |