Holt Companies Retirement Plan
Sponsored by B. D. Holt Company · EIN 741389993 · Plan #001
- Total assets
- $505M
- Net assets
- $505M
- Active participants
- 4,849
- With balances
- 5,367
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $252,200 |
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $230,259 |
| Qdro Consultants Company, Llc | Consulting (general), Direct payment from the plan, Other fees | $900 |