The Holt Retirement Plan
Sponsored by Holt Of California · EIN 680421094 · Plan #004
- Total assets
- $135M
- Net assets
- $135M
- Active participants
- 916
- With balances
- 971
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $161,400 |
| Holt Of California | Plan administrator, Other fees | $0 |