Plan Snapshot
- Plan Sponsor: Holton Brothers, INC.
- Sponsor EIN: 391199866
- Sponsor Address: 1257 TERMINAL ROAD, GRAFTON, WI, 53024
- Plan Type: DC
- Total Participants: 104
- Total Assets: $10.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 104 | $10.4M | $243,243 | $505,643 |
| 2023 | 94 | $9.1M | $218,209 | $333,371 |
| 2022 | 101 | $7.9M | $208,029 | $291,750 |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — 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 | $30,400 | $21,565 | — | — | — |
| 2023 | $39,503 | — | $39,503 | — | — |
| 2022 | $36,135 | $35,301 | — | — | — |