Joseph Holt Plastering, Inc. 401 K Profit Sharing Plan
Sponsored by Joseph Holt Plastering, Inc. · EIN 202533580 · Plan #001
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 205
- With balances
- 110
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $12,804 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Lpl Financial Corp | Other services, Other commissions, Other fees | $0 |