Marlene Lawler signed HOLT of California's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HOLT of California's EIN is 68-0421094.
Download the official 2024 Form 5500 (PDF) for HOLT of California from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HOLT of California'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $161K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLT OF CALIFORNIA | 68-0421094 | — | PLAN ADMINISTRATOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $18.3M | 13.6% | |
| Fidelity Investments | Mutual Funds | — | — | $16.7M | 12.4% | |
| Fidelity Investments | Mutual Funds | — | — | $16.3M | 12.1% | |
| Fidelity Investments | Mutual Funds | — | — | $15.9M | 11.8% | |
| AMERICAN CENTRY US LG CP GRWTH SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $15.9M | 11.8% | |
| JP Morgan Funds | Other securities | — | — | $13.6M | 10.1% | |
| The Goldman Sachs Trust Company | Common Stocks | — | — | $12.2M | 9.0% | |
| The American Funds | Mutual Funds | — | — | $6.1M | 4.5% | |
| Columbia Funds | Other securities | — | — | $5.5M | 4.1% | |
| SEI TRUST COMPANY | Common Stocks | — | — | $4.5M | 3.3% | |
| EAGLE MD CP GRWTH FDS CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $4.5M | 3.3% | |
| CARILLON EAGLE MID CAP GROWTH CITF | Other securities | — | — | $4.3M | 3.1% | |
| Fidelity Investments | Mutual Funds | — | — | $4.0M | 2.9% | |
| Principal Funds Inc | Common Stocks | — | — | $3.9M | 2.9% | |
| The American Funds | Mutual Funds | — | — | $2.5M | 1.8% | |
| Principal Funds Inc | Common Stocks | — | — | $1.8M | 1.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.7M | 1.3% | |
| INVESCO TRUST COMPANY | Mutual Funds | — | — | $1.6M | 1.2% | |
| Participant Loans | Participant loans | — | — | $601K | 0.4% | |
| PUTNAM SM CAP GRWTH TRST CL S INVESCO TRUST COMPANY · EIN 47-1449068 / PN 001 | Common Collective Trust | — | — | $601K | 0.4% | |
| Victory Funds | Other securities | — | — | $407K | 0.3% | |
| MFS Investment Management | Mutual Funds | — | — | $379K | 0.3% | |
| MFS Investment Management | Mutual Funds | — | — | $198K | 0.1% | |
| CLEARBRIDGE SM CP GRWTH CIT R2 GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
