Plan Ledger DOL Form 5500 · updated monthly

Holt Logistics Corp.401(k)

HOLT LOGISTICS CORP. 401(K) PLAN · GLOUCESTER CITY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Holt Logistics Corp. reported $94,291 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,586 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 fell from 0.47% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 614th-largest of 2,419 plans among New Jersey employers on file, and the 3,012th of 11,654 in professional & technical services. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 371 to 416 since 2022.

Plan summary
Net assets, end of year$44,770,116
Participants with balances407
Active participants416
Employer contributions$1,075,685
Employee contributions$2,259,167
Employer contribution per active participant$2,586
Average account balance$110,000
Benefits paid to participants$2,471,046
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.8M · 407 accts · $1.1M emplr
2023$38.1M · 407 accts · $993K emplr
2022$31.1M · 375 accts · $788K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,458
Investment management$45,833
Total administrative$94,291
The Holt Logistics Corp. 401(k) match · 2024
Employer contribution per active participant$2,586
Median for plans this size$2,416
2024$2,586 per active participant
2023$2,445 per active participant
2022$2,124 per active participant

Holt Logistics Corp.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$48,458
NFP RETIREMENT INC · Investment advisory (plan)$45,833

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$94,291 · 0.23%
2023$132,849 · 0.38%
2022$158,646 · 0.47%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Princeton Consultants, Inc. NJ$45.2M · 0.15%
Gsv Holding, LLC NJ$45.2M · 0.54%
Parker McCay P.A. NJ$44.7M · 0.25%
Ilsl Holding Inc. USA NJ$44.7M · 0.44%
Ajs Shared Services, LLC NJ$44.1M · 0.14%
Kennedys Cmk LLP NJ$44.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470853788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.