Holt Of California 401(k) Plan: Login, Facts & Contact Information

Holt Of California 401(k) Plan Facts

Plan name
THE HOLT RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HOLT OF CALIFORNIA
Participants
1,109 (916 active employees)
Former employees with a balance
200
Plan assets
$134,960,555 at Dec 31, 2024
Average account balance
$138,991 across 971 accounts
Employer contributions
$5,026,280 in plan year 2024 (45% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1999
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 17, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.3 million went into the plan in contributions, $5.03 million of it from the employer (45%).
  • $13.8 million was paid out to participants.
  • Investment and other income added $14.0 million.
  • Administrative expenses were $161,400, about $166 per account.

How the Holt Of California 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019956$90.4 million$3.34 million$5.30 million
2020954$104.4 million$3.61 million$7.29 million
2021959$116.4 million$4.52 million$12.4 million
20221,003$103.1 million$5.17 million$6.70 million
20231,107$123.6 million$5.45 million$6.03 million
20241,109$135.0 million$5.03 million$13.8 million

Holt Of California 401(k) Contact Information

Phone
916-921-8910
Mailing address
7310 PACIFIC AVENUE, PLEASANT GROVE CA 956689708
Plan sponsor
HOLT OF CALIFORNIA
Employer identification number (EIN)
68-0421094
Plan number
004

Questions about the Holt Of California 401(k)

Does Holt Of California contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.03 million, 45% of all contributions.

Does the Holt Of California 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Holt Of California 401(k) plan?

1,109 participants at the start of plan year 2024, 916 of them active employees, and 200 former employees who still had money in the plan.

What is the average 401(k) balance at Holt Of California?

About $138,991 per account: $135.0 million in plan assets across 971 accounts with a balance at the end of plan year 2024.

Who manages the Holt Of California 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Holt Of California. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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