Original filing (PDF)20251003093550NAL0000729555001

HOLT MOTORS

Name: HOLT MOTORS — HOLT MOTORS 401K PLAN, Form 5500 (2024)
Creator: HOLT MOTORS

Form 5500-SF

FILING_RECEIVED

HOLT MOTORS 401K PLAN

401(k) retirement plan

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLT MOTORS.

Plan sponsor

Name

HOLT MOTORS

EIN

41-0906227

Address

245 COKATO ST W · COKATO, MN · 55321

Phone

(320) 286-2176

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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BRAD DEERY MOTORS, INC.

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$1.9M · 55 participants

SALERNO DUANE INFINITI, LLC

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EDWARDS CHEVROLET CO PARTS DIVISION, INC.

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 47% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.