Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$129.5M
- AND TRUST II (#003)$94.5M
- CASH BALANCE PLAN (#006)$10.7M
Filings through .
Holthouse Carlin & Van Trigt LLP
EIN 95-4345526accountingLatest filing 2025
Plans
5
Retirement
4
$234.7M assets
Health & Benefits
1
$4.8M premiums
Participants
1,999
11444 WEST OLYMPIC BOULEVARD, 11TH FLOOR - LOS ANGELES, CA 90064310-566-1900LinkedIn201-500 employeesaccounting
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
4 plans aggregated / $234.7M assets / 1,200 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.8M premiums / 1,191 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.2M
- Dental$930K
- Vision$930K
- Other$451K
- Life$450K
- Long-term disability$450K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN & TRUST
401(k)
Assets$129.5M
Participants309
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II
401(k)
Assets$94.5M
Participants819
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
HCVT CASH BALANCE PLAN
Cash balance
Assets$10.7M
Participants72
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
HOLTHOUSE CARLIN & VAN TRIGT LLP CASH BALANCE RETIREMENT PLAN II
Cash balance
Assets$63
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HOLTHOUSE CARLIN & VAN TRIGT LLP WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$4.8M
Covered lives1,191
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN & TRUST | 401(k) | $129.5M | 309 | 2025 |
| #003 | HOLTHOUSE CARLIN & VAN TRIGT LLP 401(K) PLAN AND TRUST II | 401(k) | $94.5M | 819 | 2025 |
| #006 | HCVT CASH BALANCE PLAN | Cash balance | $10.7M | 72 | 2025 |
| #005 | HOLTHOUSE CARLIN & VAN TRIGT LLP CASH BALANCE RETIREMENT PLAN II | Cash balance | $63 | 0 | 2025 |
- #001 · 401(k) · 2025309
- #003 · 401(k) · 2025819
- HCVT CASH BALANCE PLAN$10.7M#006 · Cash balance · 202572
- #005 · Cash balance · 20250
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HOLTHOUSE CARLIN & VAN TRIGT LLP WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC. | $4.8M | 1,191 | 2025 |
- #501 · Mixed · KAISER FOUNDATION HEALTH PLAN INC. · 20251,191
Retirement plans
Health & Benefits plans