Plan Snapshot
- Plan Sponsor: Team Holland, INC.
- Sponsor EIN: 463597755
- Sponsor Address: 5120 TAYLOR MILL RD, TAYLOR MILL, KY, 41015
- Plan Type: 401(k)
- Total Participants: 471
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 471 | $8.6M | $456,755 | $851,787 |
| 2023 | 405 | $6.7M | $414,142 | $753,362 |
| 2022 | 383 | $4.9M | $326,214 | $641,844 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | RECORD KEEPER | $30,335 | — | $30,335 |
| LATITUDE SERVICE COMPANY INC | TPA | $22,075 | — | $22,075 |
| RUDLER, PSC | NONE | $10,500 | — | $10,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORD KEEPER
- RUDLER, PSC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,910
- Estimated Expense Ratio: 0.731% 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 | $53,420 | — | $53,420 | — | — |
| 2023 | $49,722 | — | $49,722 | — | — |
| 2022 | $29,645 | — | — | — | $29,645 |