Holland Partner Group Operations, LLC 401(K) Plan — Form 5500 plan (Holland Partner Group Operations, 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, Holland Partner Group Operations, LLC 401(K) Plan is a benefit plan reported by Holland Partner Group Operations, LLC under EIN 90-0806782 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,036 participants and $61,964,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holland Partner Group Operations, LLC
- EIN
- 90-0806782
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 1,036
- End-of-year plan assets
- $61,964,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,036 | H, C | 20240923175350NAL0015879552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,964,883
- Total liabilities (EOY)
- $1,222
- Net assets (EOY)
- $61,963,661
- Net assets (BOY)
- $50,754,708
Income & contributions
- Employer contributions
- $2,885,297
- Participant contributions
- $5,482,427
- Total contributions
- $8,620,271
- Total income / additions
- $16,680,094
Expenses & distributions
- Benefits paid
- $5,270,447
- Administrative expenses
- $200,694
- Total expenses
- $5,471,141
- Net increase / (decrease)
- $11,208,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial | INVESTMENT ADVISOR | $47,085 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists, Pc | TPA | $34,866 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $10,019 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,925 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holland Partner Group Operations, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Raymond James Financial — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation