Krista Harvill-Sorter signed The HOLT Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The HOLT Group, Inc.'s EIN is 20-5096515.
Download the official 2024 Form 5500 (PDF) for The HOLT Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The HOLT Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZUNA, LLC | — | PORTLAND, OR | INVESTMENT ADVISOR | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifestyle Index 2035 R6 Mutual fund a | Mutual Funds | — | — | $1.6M | 17.4% | |
| Nuveen Lifestyle Index 2040 R6 Mutual fund a | Mutual Funds | — | — | $1.3M | 14.9% | |
| Nuveen Lifestyle Index 2050 R6 Mutual fund a | Mutual Funds | — | — | $820K | 9.1% | |
| Nuveen Lifestyle Index 2030 R6 Mutual fund a | Mutual Funds | — | — | $795K | 8.8% | |
| Vanguard 500 Index Admiral Mutual fund a | Common Collective Trusts | — | — | $740K | 8.2% | |
| Nuveen Lifestyle Index 2055 R6 Mutual fund a | Mutual Funds | — | — | $649K | 7.2% | |
| Nuveen Lifestyle Index 2045 R6 Mutual fund a | Mutual Funds | — | — | $646K | 7.2% | |
| Nuveen Lifestyle Index 2060 R6 Mutual fund a | Mutual Funds | — | — | $512K | 5.7% | |
| Vanguard Extended Market Idx Adm Mutual fund a | Common Collective Trusts | — | — | $378K | 4.2% | |
| Key Guaranteed Portfolio Fund Group annuity contract a | Common Stocks | — | — | $265K | 2.9% | |
| Empower Lifetime 2025 Fund Svc Mutual fund a 2 Nuveen Lifestyle Index 2025 R6 Mutual fund a | Mutual Funds | — | — | $228K | 2.5% | |
| Nuveen Lifestyle Index 2065 R6 Mutual fund a | Mutual Funds | — | — | $219K | 2.4% | |
| JPMorgan Equity Income R6 Mutual fund a | Other securities | — | — | $154K | 1.7% | |
| Fidelity Advisor Equity Growth I Mutual fund a | Mutual Funds | — | — | $115K | 1.3% | |
| JPMorgan Small Cap Equity R6 Mutual fund a | Other securities | — | — | $110K | 1.2% | |
| Vanguard Balanced Index Adm Mutual fund a | Mutual Funds | — | — | $89K | 1.0% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 Mutual fund a | Other securities | — | — | $87K | 1.0% | |
| Vanguard Total Bond Market Index Admiral Mutual fund a | Mutual Funds | — | — | $78K | 0.9% | |
| Participant Loans 4.25% - 9.50% - | Bonds / Notes | — | — | $76K | 0.8% | |
| Fidelity International Index Mutual fund a | Mutual Funds | — | — | $67K | 0.7% | |
| Baird Core Plus Bond Inst Mutual fund a | Other securities | — | — | $65K | 0.7% | |
| Nuveen Real Estate Securities Select R6 Mutual fund a | Mutual Funds | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS | — | VANCOUVER, WA | TPA | $14K | — |
