· 2022–2024 · DOL EFAST2

W.G. HOLT, Inc. — W.G. HOLT, Inc. 401(k) Profit, Form 5500 (2024)

Original filing (PDF)20250627155444NAL0023681266001

W.G. HOLT, Inc.

Form 5500-SF

FILING_RECEIVED

W.G. HOLT, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · W.G. HOLT, Inc.'s W.G. HOLT, Inc. 401(k) Profit Sharing Plan held $39.2M in plan assets for 110 participants in 2024.

Active participants

110

Accounts w/ balance

120

Plan assets (EOY)

$39.2M

Net assets (EOY)

$39.2M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

92

Total plan cost

n/a

Plan health

57

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W.G. HOLT, INC..

Plan sponsor

Name

W.G. HOLT, INC.

EIN

95-3048260all filings

Address

101 COLUMBIA · ALISO VIEJO, CA · 92656

Phone

(949) 859-8800

Industry

Manufacturing

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

2025-06-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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