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Company:
Holt Equipment Company, LLC
Plan:
Holt Equipment Company, LLC 401k Plan
 

Holt Equipment Company, LLC

58 Plan: Holt Equipment Company, LLC 401k Plan

 
 
58
36
58
78
0
10
20
30
40
50
60
70
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100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (58) and the top rated plan (78) could equate to:
[How is this calculated?]
9 additional years of work
Up to $144,900 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Holt Equipment Company, LLC 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 15% of plans for Investment Menu Quality. Holt Equipment Company, LLC 401k Plan currently has over 100 active participants and over $3.9M in plan assets.

 

 Retirement Plan Details

Address 13090 Aiken Rd
Louisville, KY 40223-4746 
Industry Retail Trade
Administrator Georgia A. Ermis
Sponsor Sam Boling
Net Plan Assets $3,850,000
Total Participants 110
Avg Account Balance $34,000

 Top 3 Funds in this 401k

1. Principal International SmallCap 17%
2. Principal Large Cap Growth II 15%
3. Russell LifePoints Balanced Strategy 10%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Clark, Schaefer, Hackett & Co.
Insurance Advisor/Broker Northwestern Mutual

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