Plan Snapshot
- Plan Sponsor: Holtec Security International, LLC
- Sponsor EIN: 862515068
- Sponsor Address: 1 HOLTEC BLVD, CAMDEN, NJ, 081042413
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 302 | $27.2M | $3.0M | $2.7M |
| 2023 | 286 | $24.1M | $4.6M | $3.4M |
| 2022 | 365 | $13.2M | $3.4M | $2.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $72,775 | — | $72,775 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,775
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 | $108,898 | — | $100 | — | — |
| 2024 | $72,775 | — | $72,775 | — | — |
| 2023 | $77,557 | — | $77,557 | — | — |
| 2022 | — | — | — | — | — |