Holthouse Carlin & Van Trigt 401(k) match, vesting and fees
What Holthouse Carlin & Van Trigt's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Holthouse Carlin & Van Trigt: employer contribution per participant | $2,521 | |
| Peer median | $2,600 |
| Holthouse Carlin & Van Trigt: average balance | $100,800 | |
| Peer median | $84,124 |
| Holthouse Carlin & Van Trigt: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $59.6M at the end of plan year 2021 to $79.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 805 | $79.2M | $2M | $2,521 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 761 | $63.9M | $1.7M | $2,332 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 723 | $53.1M | $1.6M | $2,343 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 673 | $59.6M | $1.3M | $1,990 | 0.03% | Not published | Form 5500 ↗ |
Other Holthouse Carlin & Van Trigt plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Holthouse Carlin & Van Trigt LLP 401(k) Plan & Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Hcvt Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Holthouse Carlin & Van Trigt LLP Cash Balance Retirement Plan II
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Holthouse Carlin & Van Trigt match 401(k) contributions?
The match terms for the Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II have not been published from its filing yet. The plan year 2024 filing reports $2M in employer contributions, about $2,521 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holthouse Carlin & Van Trigt 401(k) match vested?
The vesting schedule for the Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holthouse Carlin & Van Trigt 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Holthouse Carlin & Van Trigt LLP.
I left Holthouse Carlin & Van Trigt. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holthouse Carlin & Van Trigt LLP, (310) 566-1900) or the recordkeeper, Fidelity Investments Institutional. The Holthouse Carlin & Van Trigt old 401(k) page lists the contacts from every plan filing. Find an old Holthouse Carlin & Van Trigt 401(k)
Data from the public Form 5500 annual reports Holthouse Carlin & Van Trigt filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Holthouse Carlin & Van Trigt. Not financial advice. Report a correction · Methodology