401k Record

Providers › Holthouse Carlin & Van Trigt LLP

Holthouse Carlin & Van Trigt LLP

Plans listing this provider

26

0.05% of the 56,420 plans with Schedule H financials; 33 in 2023

Assets of those plans

$6,772,098,906

0.09% of all Schedule H plan assets

Plans where it is the recordkeeper

2

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$369,651

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
10Accounting (including auditing)21
50Direct payment from the plan6
70Consulting fees2
64Recordkeeping fees2
17Consulting (pension)2
15Recordkeeping and information management2
22Insurance agents and brokers1
13Contract administrator1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Latham & Watkins 401(k) Savings and Profit Sharing PlanLatham & Watkins $3,071,147,9418,020$24,000
Mercury General Corporation Profit Sharing PlanMercury General $940,916,3095,415$18,000
Manatt, Phelps & Phillips, LLP Employee Savings PlanManatt Phelps & Phillips $430,444,4071,372$19,500
Xperi Inc. 401(k) PlanXperi $387,631,9471,972$12,600
ST. Jude Heritage Medical Group 401(k) Profit Sharing PlanST. Jude Heritage Medical Group a Medical $332,724,929410$7,475
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) PlanLowe Enterprises $217,772,4672,827$35,350
Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing PlanAlexandria Real Estate Equities $207,521,511713$14,000
Ducommun Incorporated Retirement Savings PlanDucommun $186,299,8992,555$25,735
Copperpoint Insurance Co. 401(k) PlanCopperpoint Insurance $178,011,2771,031$13,775
Sage Publications, Inc. 401(k) Profit Sharing PlanSage Publications $149,834,173973$15,000
Montage Hotels & Resorts 401(k) PlanMontage Hotels and Resorts $112,715,4902,614$6,725
Mannkind Corporation 401(k) PlanMannKind $73,294,348633$12,000
Eva Airways Corporation 401(k) Profit Sharing PlanEva Airways $67,529,022457$13,085
Reiter Affiliated Companies 401(k) PlanReiter Affiliated Companies $53,546,684968$8,590
Warner Pacific Insurance Services, Inc. Retirement PlanrecordkeeperWarner Pacific Insurance Service $49,430,477433$10,800
5.11, Inc. 401(k) Profit Sharing Plan5.11 $48,462,519738$12,350
Tri-city Cardiology Consultants, P.C. 401(k) PlanTri-city Cardiology Consultants $44,864,098286$15,000
Hot Topic 401(k) PlanHot Topic $41,896,9211,160$14,000
Savings and Retirement Plan of Mitsubishi Materials USA Corp.Mitsubishi Materials U.S.A. $40,993,009250$10,675
Scoi 401(k) Plan and TrustrecordkeeperSouthern CA Orthopedic Inst $39,011,251635$12,500
Gavin de Becker & Associates, L.P 401(k) PlanGavin de Becker & Associates $35,289,188722$10,925
Pantogran LLC DBA Center for Autism and Related Disorders 401(k) PlanPantogran LLC DBA Center for Autism and Related Disorders $24,149,6962,564$13,995
W.K.S. Restaurant Group 401(k) PlanW.K.S. Restaurant $22,243,639562$21,160
International Institute of Los Angeles Retirement Savings PlanInternational Institute of Los Angeles $8,127,189191$9,028
Neill Aircraft Co. 401(k) PlanNeill Aircraft $4,884,996125$7,693

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.