Holman Distribution Centers 401(k) Profit Sharing Plan
Sponsored by Holman Distribution Center Of Washington Inc · EIN 911065515 · Plan #003
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 1,096
- With balances
- 1,186
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $114,890 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $23,012 |
| Trutina Financial | Investment advisory (plan), Direct payment from the plan | $21,433 |