P 401(k) Plan Report

Stable plan record

HOLT INVESTMENTS INC. RETIREMENT TRUST

Sponsored by HOLT INVESTMENTS INC. · EIN/PN 271030933-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,005
Administrative cost per participant
2025
$300
Active participants
2025
6
Total plan assets
2025
$321,176
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260702135227NAL00145884650036$2,005
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.