Original filing (PDF)20231229095505NAL0016029040001

The Dan HOLT Team / Keller Williams

Name: The Dan HOLT Team / Keller Williams — The Dan HOLT, Form 5500 (2022)
Creator: The Dan HOLT Team / Keller Williams
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Dan HOLT Team / Keller Williams MCF Benefit Plan

Health & welfare plan · The Dan HOLT Team / Keller Williams' The Dan HOLT Team / Keller Williams MCF Benefit Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE DAN HOLT TEAM / KELLER WILLIAMS.

Plan sponsor

Name

THE DAN HOLT TEAM / KELLER WILLIAMS

EIN

all filings

Address

2925 E BATTLEFIELD · STE 111 · SPRINGFIELD, MO · 658044020

Phone

(417) 447-2782

Industry

Real Estate

Plan administrator