Plan Snapshot
- Plan Sponsor: The Holcomb Corporation
- Sponsor EIN: 942452549
- Sponsor Address: 19 SEASCAPE VILLAGE, APTOS, CA, 95003
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $2.8M
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. |
|---|---|---|---|---|
| 2024 | 257 | $2.8M | $2,205 | $57,136 |
| 2023 | 49 | $2.5M | $2,540 | $44,987 |
| 2022 | 169 | $2.3M | $4,235 | $52,742 |
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 |
|---|---|---|---|---|
| MOSS ADAMS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLC — 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 | $137,273 | — | $19,028 | — | — |
| 2023 | $15,496 | $6,424 | — | — | — |
| 2022 | $18,055 | $1,261 | — | — | — |