Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$162K
- Vision$162K
- Life$162K
- Short-term disability$162K
- Long-term disability$162K
- Other$162K
Sponsor portfolio
HOLZ MOTORS, INC
EIN 39-0792093automotiveLatest filing 2024
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$162K premiums
Participants
261
5961 SOUTH 108TH PLACE - HALES CORNERS, WI 53130414-425-2400holzmotors.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $162K premiums / 111 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
0%top
- TIC INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOLZ MOTORS, INC. 401K SAVINGS PLAN
401k
Assets$13.8M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#601
GROUP LONG TERM DISABILITY PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$162K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOLZ MOTORS, INC. 401K SAVINGS PLAN | 401k | $13.8M | 150 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 601 | GROUP LONG TERM DISABILITY PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $162K | 111 | 2024 |
Retirement plans
Welfare plans