AUMdb

Holder Construction Group, Llc Profit Sharing And 401(k) Plan

Sponsored by Holder Construction Group, Llc · EIN 582535136 · Plan #001

Total assets
$229M
Net assets
$229M
Active participants
1,589
With balances
2,244

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
Nationwide Recordkeeping, Custodial (other), Custodial (securities) $241,602
Brinker Capital Investments Investment management, Investment management fees (direct) $116,848
Pension Financial Services, Inc. Contract administrator, Consulting (pension) $105,873