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Original filing (PDF)20250828132730NAL0018198032001
HOLLAND & HART LLP
Form 5500
FILING_RECEIVED
HOLLAND & HART RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
1,029
Accounts w/ balance
1,492
Plan assets (EOY)
$525.3M
Net assets (EOY)
$525.3M
How this plan invests
This plan
22 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "State Street S&P Index Fund" is 29% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLLAND & HART LLP.
Plan sponsor
Name
HOLLAND & HART LLP
EIN
84-0382505
Address
555 17TH STREET, SUITE 3200 · DENVER, CO · 80202
Phone
(303) 295-8402
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $286K | — |
Investments
8 direct securities · 22 pooled funds· $639.7M(100% of reported assets)
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.
Common Collective Trust
$479.9M
22 holdings
Uncategorized
$159.8M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $149.6M | 28.5% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $48.5M | 9.2% | |
| State Street US Bond Index Fund | — | — | — | $48.3M | 9.2% | |
| SS US BOND INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $48.3M | 9.2% | |
| State Street Small/Mid Cap Equity Fund | — | — | — | $37.4M | 7.1% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $37.4M | 7.1% | |
| Various** Participant self-directed brokerage account investments brokered by Fidelity Management Trust Company | — | — | — | $28.6M | 5.5% | |
| MW 2035 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $27.3M | 5.2% | |
| MW 2040 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $23.4M | 4.5% | |
| MW 2050 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $18.6M | 3.5% | |
| MW 2045 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $18.1M | 3.5% | |
| Mercer** US Small/Mid Cap Growth Equity Fund | — | — | — | $16.5M | 3.1% | |
| MERCER SMMDCP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $16.5M | 3.1% | |
| MERCER DVSFD BOND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $14.9M | 2.8% | |
| MW 2030 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $14.8M | 2.8% | |
| MW 2025 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $14.3M | 2.7% | |
| Vanguard Mutual funds - Federal Money Market Fund | — | — | — | $14.0M | 2.7% | |
| MW 2055 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $12.1M | 2.3% | |
| MW 2060 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $8.1M | 1.5% | |
| MERCER INTL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $8.0M | 1.5% | |
| State Street US Inflation Protected Bond Index Fund | — | — | — | $7.2M | 1.4% | |
| SS US INFL PROT BD C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $7.2M | 1.4% | |
| Voya Short Duration High Quality Trust Fund Class | — | — | — | $6.2M | 1.2% | |
| VOYA SH DUR HI QUAL VOYA INV TRUST CO (FKA ING TRUST CO · EIN 06-1440627 / PN 027 | Common Collective Trust | — | — | $6.2M | 1.2% | |
| MW 2020 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| MW 2010 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3233968 / PN 014 | Common Collective Trust | — | — | $1.8M | 0.3% | |
| Participants** Participant notes receivable - Interest rates ranging from 3.25 to 9.5 percent - | — | — | — | $1.5M | 0.3% | |
| MW 2015 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $693K | 0.1% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $668K | 0.1% | |
| MW TARGET DATE INC MERCER TRUST COMPANY LLC · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $349K | <0.1% |