Plan Ledger DOL Form 5500 · updated monthly

Holt International Childrens Services, Inc.401(k)

HOLT INTERNATIONAL 401K PLAN · EUGENE, OR · plan year 2023

Reported admin expense ratio · 2023
0.54%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Holt International Childrens Services, Inc. reported $42,957 in plan administrative expenses for 2023: 0.54% of average plan assets, above the peer median. Employer contributions averaged $3,082 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.46% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (617th of 1,021), and 1,843rd of 3,341 in other services. In 2023, employees put in $1.25 for every $1.00 the employer contributed; active participation has shrunk from 135 to 120 since 2022.

Plan summary
Net assets, end of year$8,182,005
Participants with balances176
Active participants120
Employer contributions$369,869
Employee contributions$462,869
Employer contribution per active participant$3,082
Average account balance$46,489
Benefits paid to participants$1,528,045
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 156 accts · $366K emplr
2023$8.2M · 176 accts · $370K emplr
2022$7.9M · 182 accts · $404K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$17,012
Investment management$25,945
Total administrative$42,957
The Holt International Childrens Services, Inc. 401(k) match · 2023
Employer contribution per active participant$3,082
Median for plans this size$1,308
2024$3,214 per active participant
2023$3,082 per active participant
2022$2,993 per active participant

Holt International Childrens Services, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$23,078
EMPOWER ADVISORY GROUP, LLC · Investment management$2,867

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$45,458 · 0.57%
2023$42,957 · 0.54%
2022$32,475 · 0.46%
Same employer
Similar plansOther Services · Oregon
Relay Resources OR$14.7M · 0.37%
Rogue Community Health OR$13.1M · 0.09%
Rever Grand LLC OR$12.6M · 2.49%
Self Enhancement, Inc. OR$6.4M · 1.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 237257390 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.