Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Holthouse Carlin & Van Trigt LLP
Most often reported for accounting and auditing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Holthouse Carlin & Van Trigt LLP is named as a service provider on the Schedule C of 40 retirement plans with 100 or more participants for plan year 2024, covering 78,061 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $620K. Per plan, the median was $16.78 per participant, with the middle half of plans between $7.51 and $28.74. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (36), Florida (1) and Arizona (1).
In 2009 it appeared on 8 such filings; in 2024, 41. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $7.51 | $16.78 | $28.74 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.03% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins LLP | CA | 8,106 | $3.07B | $24K |
| Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan | Lowe Enterprises, Inc. | CA | 7,551 | $218M | $35K |
| San Diego State University Foundation Defined Contribution Retirement Plan | San Diego State University Foundation | CA | 6,374 | $295M | $18K |
| Hot Topic 401(k) Plan | Hot Topic, Inc. | CA | 6,168 | $41.9M | $14K |
| Mercury General Corporation Profit Sharing Plan | Mercury General Corporation | CA | 5,644 | $941M | $18K |
| Montage Hotels & Resorts 401(k) Plan | Montage Hotels and Resorts, LLC | CA | 5,269 | $113M | $6,725 |
| The Gores Group, LLC - 401(k) Plan | The Gores Group, LLC | CA | 5,264 | $361M | $65K |
| Emanate Health Retirement Plan | Emanate Health | CA | 5,129 | $418M | $5,955 |
| W.K.S. Restaurant Group 401(k) Plan | W.K.S. Restaurant Corporation | CA | 5,114 | $22.2M | $21K |
| Pantogran LLC DBA Center for Autism and Related Disorders 401(k) Plan | Pantogran LLC DBA Center for Autism and Related Disorders | FL | 3,160 | $24.1M | $14K |
| Xperi Inc. 401(k) Plan | Xperi Inc. | CA | 1,988 | $388M | $13K |
| Manatt, Phelps & Phillips, LLP Employee Savings Plan | Manatt, Phelps & Phillips, LLP | CA | 1,402 | $430M | $20K |
| Quinn Emanuel Urquhart & Sullivan, LLP Associates 401(k) Plan | Quinn Emanuel Urquhart & Sullivan, LLP | CA | 1,241 | $170M | $20K |
| 5.11, Inc. 401(k) Profit Sharing Plan | 5.11, Inc. | CA | 1,223 | $48.5M | $12K |
| Quinn Emanuel Urquhart & Sullivan, LLP 401(k) Plan | Quinn Emanuel Urquhart & Sullivan, LLP | CA | 1,173 | $433M | $20K |
| Reiter Affiliated Companies 401(k) Plan | Reiter Affiliated Companies, LLC | CA | 1,087 | $53.5M | $8,590 |
| SB US 401(k) Plan | SB Investment Advisers (US) Inc. | CA | 1,081 | $133M | $19K |
| Copperpoint Insurance Co. 401(k) Plan | Copperpoint Insurance Company | AZ | 1,056 | $178M | $14K |
| Sage Publications, Inc. 401(k) Profit Sharing Plan | Sage Publications, Inc. | CA | 1,003 | $150M | $15K |
| Gavin de Becker & Associates, L.P 401(k) Plan | Gavin de Becker & Associates, L.P | TX | 964 | $35.3M | $11K |
| Scoi 401(k) Plan and Trust | Southern Ca Orthopedic Inst | CA | 864 | $39.0M | $13K |
| Mannkind Corporation 401(k) Plan | Mannkind Corporation | CA | 727 | $73.3M | $12K |
| Children's Law Center of California 403(b) Plan | Children's Law Center of California | CA | 719 | $71.5M | $15K |
| Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan | Alexandria Real Estate Equities, Inc. | CA | 716 | $208M | $14K |
| Latham & Watkins Cash Balance Plan | Latham & Watkins LLP | CA | 605 | $451M | $17K |
| Warner Pacific Insurance Services, Inc. Retirement Plan | Warner Pacific Insurance Service | CA | 574 | $49.4M | $11K |
| La Jolla Country Day School Defined Contribution Retirement Plan | La Jolla Country Day School | CA | 524 | $91.8M | $12K |
| Eva Airways Corporation 401(k) Profit Sharing Plan | Eva Airways Corp. | CA | 515 | $67.5M | $13K |
| St. Jude Heritage Medical Group 401(k) Profit Sharing Plan | St. Jude Heritage Medical Group, a Medical Corporation | CA | 431 | $333M | $7,475 |
| Southwestern Law School DC Retirement Plan | Southwestern Law School | CA | 372 | $106M | $23K |
| Active Interest Media 401(k) Plan | Active Interest Media Holdco,inc. | IA | 287 | $17.4M | $15K |
| Savings and Retirement Plan of Mitsubishi Materials USA Corp. | Mitsubishi Materials U.S.A. Corporation | CA | 264 | $41.0M | $11K |
| Caruso Management Company 401(k) Retirement Savings Plan and Trust | Caruso Management Company, Ltd. | CA | 235 | $29.5M | $6,465 |
| Ojai Valley School, Inc. Profit Sharing Plan | Ojai Valley School, Inc. | CA | 228 | $10.4M | $6,990 |
| Neill Aircraft Co. 401(k) Plan | Neill Aircraft Co. | CA | 223 | $4.9M | $7,693 |
| International Institute of Los Angeles Retirement Savings Plan | International Institute of Los Angeles | CA | 198 | $8.1M | $9,028 |
| California Insurance Guarantee Association 401(k) Plan | California Insurance Guarantee Association | CA | 166 | $40.7M | $12K |
| West Coast 401(k) Plan | GMH, Inc. DBA West Coast Air Conditioning | CA | 152 | $11.0M | $11K |
| Clayton Manufacturing Company Employees' Retirement Plan | Clayton Manufacturing Company | CA | 146 | $27.2M | $10K |
| The Collected Group Company, LLC Retirement Plan | The Collected Group Company, LLC | CA | 118 | $7.6M | $22K |
Questions and answers
How many plans does Holthouse Carlin & Van Trigt LLP serve?
40 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Holthouse Carlin & Van Trigt LLP?
The median plan reported $16.78 per participant in direct and indirect compensation (40 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (32 plans), Recordkeeping and information management (2 plans), Consulting (pension) (2 plans) and Other services (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.