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Company:
Holt Companies
Plan:
Holt Companies Retirement Plan
 

Holt Companies

68 Plan: Holt Companies Retirement Plan

 
 
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88
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For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (68) and the top rated plan (88) could equate to:
[How is this calculated?]
12 additional years of work
Up to $68,500 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 Companies Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 68. This plan is in the top 15% of plans for Investment Menu Quality, Participation Rate, and Total Plan Cost. Holt Companies Retirement Plan currently has over 1,800 active participants and over $111.6M in plan assets.

 

 Retirement Plan Details

Address 3302 South W.W. White Rd.
San Antonio, TX 78222 
Industry Wholesale Trade
Administrator Charles C. Strickland
Net Plan Assets $112,000,000
Total Participants 1,800
Avg Account Balance $67,000

 Top 3 Funds in this 401k

1. Vanguard Prime Money Market 16%
2. Vanguard PRIMECAP 12%
3. Vanguard Strategic Equity 10%

  Plan Service Providers

Recordkeeper Vanguard Group
Auditor Padgett, Stratemann & Co., LLP

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