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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

HOLMES FINANCIAL GROUP, INC. 401(k) Plan

What public Form 5500 filings show about the HOLMES FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$513K
Participants
2
Plans on file
1

The HOLMES FINANCIAL GROUP, INC. 401(k) on its latest Form 5500

HOLMES FINANCIAL GROUP, INC. (EIN 26-0027862) reports HOLMES FINANCIAL GROUP, INC. RETIREMENT PLAN on its most recent Form 5500, with $513K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full HOLMES FINANCIAL GROUP, INC. filing — schedules, fees, and providers.

Who runs the HOLMES FINANCIAL GROUP, INC. 401(k)?

HOLMES FINANCIAL GROUP, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask HOLMES FINANCIAL GROUP, INC.HR for the recordkeeper’s name and login.

How to check your HOLMES FINANCIAL GROUP, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask HOLMES FINANCIAL GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: HOLMES FINANCIAL GROUP, INC. — all Form 5500 filings (EIN 26-0027862) · Georgia employer EIN lookup · Form 5500 search
HOLMES FINANCIAL GROUP, INC. 401(k) Plan — Form 5500