Holz Motors, Inc. 401 K Savings Plan
Sponsored by Holz Motors, Inc · EIN 390792093 · Plan #002
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 114
- With balances
- 150
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $18,437 |
| Wipfli Llp | Accounting, Direct payment from the plan | $13,500 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |