Holtec International Profit Sharing Plan And Trust
Sponsored by Holtec International · EIN 204598433 · Plan #001
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 1,438
- With balances
- 1,675
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $153,019 |
| Newport Capital Group | Investment advisory (plan), Direct payment from the plan | $77,464 |