Holzhauer 401(k) And Profit Sharing Plan
Sponsored by Holzhauer Auto & Truck Sales, Inc. · EIN 371027077 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 206
- With balances
- 102
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 |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Legacy Financial Strategies, Llc CRD 283553 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $15,254 |
| Stadion Money Management | Investment advisory (participants) | $4,103 |
| July Business Services, Llc | Recordkeeping | $3,483 |
| Legacy Financial Strategies Llc/Sam | Investment advisory (plan) | $1,346 |