Retirement plan

HOLZ MOTORS, INC. 401K SAVINGS PLAN

Name: HOLZ MOTORS, INC - HOLZ MOTORS, INC. 401K SAVINGS PLAN (2024) Form 5500
Creator: HOLZ MOTORS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLZ MOTORS, INC. 401K SAVINGS PLAN, HOLZ MOTORS, INC

HOLZ MOTORS, INCEIN 39-0792093Plan #002PY 2024

5961 SOUTH 108TH PLACE - HALES CORNERS, WI 53130414-425-2400holzmotors.comLinkedIn51-200 employeesautomotive

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.8M

+4.7% from 2023

Total participants

150

-9.6% from 2023

Average account balance

$91,676

+3.3% from 2023

Annual return

13.89%

-2.86 pp from 2023

Benchmarks

See 2,310 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,310 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.75M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$92K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

150

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$733K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$243

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$18,437
WIPFLI LLP2 years Service code 10 · EIN 39-0758449	Accounting	$13,500
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674	Securities Custodian	$0

Plan features & details

Pension benefit codes2E2F2G2J2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$36K

$320 / participant

Recordkeeping$18K50.6%
Investment mgmt$5K12.4%
Other / not subdivided$14K37.0%

% of EOY assets

0.265%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: $13,500
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,676

$59,448+54.2%

$93,696-2.2%

$74,459+23.1%

Participation rate

100.0%

59.6%+40.4pp

68.7%+31.3pp

67.2%+32.8pp

Annual return

13.89%

82.11%-68.2pp

133.74%-119.9pp

1369.70%-1355.8pp

Employer contribution / active EE

$1,316

$1,266+3.9%

$2,422-45.7%

$2,626-49.9%

Participant deferral / active EE

$5,116

$3,052+67.6%

$4,417+15.8%

$4,350+17.6%

Admin fee / account holder

$243

$3,027-92.0%

$8,287-97.1%

$1,945-87.5%

Provider

Service type

Compensation

AMERICAN UNITED LIFE INSURANCE CO10+ years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$18,437

WIPFLI LLP2 years

Service code 10 · EIN 39-0758449

Accounting

$13,500

MATRIX TRUST COMPANY4 years

Service code 19 · EIN 75-3182674

Securities Custodian

HOLZ MOTORS, INC. 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLZ MOTORS, INC. 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion