Plan Snapshot
- Plan Sponsor: M. Holland Company
- Sponsor EIN: 362246768
- Sponsor Address: 400 SKOKIE BOULEVARD, SUITE 600, NORTHBROOK, IL, 60062
- 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: Yes
- 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 | 244 | $68.3M | $1.2M | $3.5M |
| 2023 | 306 | $66.7M | $1.1M | $3.6M |
| 2022 | 315 | $57.0M | $1.1M | $3.3M |
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 |
|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | Recordkeeper | $72,537 | — | $72,537 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | — | $25,470 | $25,470 |
| HARBOR FINANCIAL RESOURCES, INC. | Investment Advisor | $25,000 | — | $25,000 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $6,208 | — | $6,208 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,215
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 | $936,945 | — | — | — | — |
| 2024 | $108,367 | $35,824 | — | — | — |
| 2023 | $79,403 | $30,000 | — | — | — |
| 2022 | $60,884 | $30,000 | — | — | $30,884 |