# The Holt Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-holt-group-inc-401k-plan-001-6515

> The Holt Group, INC.'s 401(k) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Holt Group, INC.

- **Sponsor EIN:** 205096515

- **Sponsor Address:** 1301 SE TECH CENTER DRIVE, VANCOUVER, WA, 98683

- **Plan Type:** 401(k)

- **Total Participants:** 180

- **Total Assets:** $9.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|180|$9.0M|$974,349|$1.2M|

| 2023|141|$8.2M|$761,028|$967,333|

| 2022|124|$5.9M|$593,028|$690,237|

## 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|

| PERKINS & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PERKINS & COMPANY](https://planprovider.pro/provider/perkins-and-company-pc) — 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|$48,522|$2,936|$38,009|—|—|

| 2023|$40,525|$17,693|$19,624|—|—|

| 2022|$37,128|$24,123|$12,055|—|—|

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