Holt Farms 401 K Profit Sharing Plan
Sponsored by Holt Farms, Llc · EIN 320299218 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 142
- With balances
- 190
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 |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $7,455 |