# Holz Motors, INC 401(k) Plan
Source: https://planprovider.pro/companies/holz-motors-inc-plan-002

> Holz Motors, INC's 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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