Holder Construction Group, LLC Profit Sharing And 401(K) Plan — Form 5500 plan (Holder Construction Group, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Holder Construction Group, LLC Profit Sharing And 401(K) Plan is a benefit plan reported by Holder Construction Group, LLC under EIN 58-2535136 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,160 participants and $193,722,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holder Construction Group, LLC
- EIN
- 58-2535136
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 2,160
- End-of-year plan assets
- $193,722,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,160 | H, C | 20240930124030NAL0010163696001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,722,499
- Net assets (EOY)
- $193,722,499
- Net assets (BOY)
- $154,805,709
Income & contributions
- Employer contributions
- $5,500,000
- Participant contributions
- $15,359,941
- Total contributions
- $21,192,483
- Total income / additions
- $46,193,321
Expenses & distributions
- Benefits paid
- $6,456,954
- Administrative expenses
- $819,577
- Total expenses
- $7,276,531
- Net increase / (decrease)
- $38,916,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $409,938 | not reported in the loaded dataset | 2023 |
| Pension Financial Services, Inc. | not reported in the loaded dataset | $199,376 | $3,083 | 2023 |
| Brinker Capital Investments | not reported in the loaded dataset | $109,018 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-Comprehensive | not reported in the loaded dataset | $68,459 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | not reported in the loaded dataset | $17,115 | not reported in the loaded dataset | 2023 |
| Carr Riggs & Ingram Cpa | not reported in the loaded dataset | $15,695 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holder Construction Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Nationwide — Schedule C compensation
- Pension Financial Services, Inc. — Schedule C compensation
- Brinker Capital Investments — Schedule C compensation
- Iron-Co-Fid-Comprehensive — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation
- Carr Riggs & Ingram Cpa — Schedule C compensation