Search public Form 5500 filings

13 results

Companies

companyBd Holt Co And Holt Texas, Ltd
EIN: 74-1389993Location: TXPlans: 2Latest: 2023

planHolt Companies Retirement PlanFinancials
Sponsor: B. D. Holt CompanyEIN: 74-1389993Plan: 001Participants: 4,173Assets: $432,733,351Location: San Antonio, TXLatest: 2023
planHolt Welfare Benefit
Sponsor: Bd Holt Co And Holt Texas, LtdEIN: 74-1389993Plan: 502Participants: 3,339Assets: not reported in the loaded datasetLocation: San Antonio, TXLatest: 2023

providerFidelity Investments Institutional
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance Company
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLC
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company O
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance Company
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Holt Companies Retirement Plan
Sponsor: B. D. Holt CompanyEIN: 74-1389993Plan: 001Ack ID: 20241014135021NAL0027466737001
filing2023 Form 5500 — Holt Welfare Benefit
Sponsor: Bd Holt Co And Holt Texas, LtdEIN: 74-1389993Plan: 502Ack ID: 20240826124105NAL0017502304001