AUMdb

Hollydell, Inc. Retirement Plan

Sponsored by Hollydell, Inc. · EIN 210699002 · Plan #001

Total assets
$9.6M
Net assets
$9.6M
Active participants
114
With balances
136

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

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 $11,969
Legacy Retirement Solutions, Llc Contract administrator, Direct payment from the plan, Other services $2,550
Lpl Financial Llc Other services, Other commissions, Other fees $0