The Holt Group, Inc. 401(k) Plan
Sponsored by The Holt Group, Inc. · EIN 205096515 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 180
- With balances
- 223
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 |
|---|---|---|
| Zuna, Llc CRD 306113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $43,619 |
| Pension Plan Specialists | Contract administrator | $13,834 |
| Zuna, Llc | Investment advisory (plan) | $2,936 |