Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $38.8M assets / 217 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HOLT SERVICES, INC. ESOP | Profit-sharing | $32.4M | 101 | 2025 |
| #001 | HOLT SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $6.3M | 116 | 2025 |