Holtz Companies 401(k) Plan
Sponsored by Holtz Builders, Inc. · EIN 391777699 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 168
- With balances
- 180
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 95% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $10,936 |
| Met West | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan | Investment management, Shareholder servicing fees | $0 |
| Alliance Bernstein | Investment management, Shareholder servicing fees | $0 |
| Tiaa | Investment management, Shareholder servicing fees | $0 |
| Ishares | Investment management, Shareholder servicing fees | $0 |
| Vanguard | Investment management, Shareholder servicing fees | $0 |
| Federated Herme | Investment management, Shareholder servicing fees | $0 |
| Lord Abbett Short | Investment management, Shareholder servicing fees | $0 |
| Clearbridge | Investment management, Shareholder servicing fees | $0 |
| Neuberger Berm | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |