Plan Snapshot
- Plan Sponsor: Holz Motors, INC
- Sponsor EIN: 390792093
- Sponsor Address: 5961 SOUTH 108TH PLACE, HALES CORNERS, WI, 53130
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $13.8M
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. |
|---|---|---|---|---|
| 2024 | 114 | $13.8M | $150,000 | $583,185 |
| 2023 | 130 | $13.1M | $250,596 | $612,469 |
| 2022 | 130 | $12.4M | $250,000 | $519,759 |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $18,437 | — | $18,437 |
| WIPFLI LLP | NONE | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,937
- Estimated Expense Ratio: 0.232% 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 | $36,439 | $4,502 | — | $13,500 | — |
| 2023 | $29,477 | $1,724 | — | $12,000 | — |
| 2022 | $33,247 | — | — | — | $33,247 |