· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOLDEN HOME MODERNIZING, INC — HOLDEN HOME MODERNIZING, INC EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251027191201NAL0006103489001
HOLDEN HOME MODERNIZING, INC
Form 5500-SF
FILING_RECEIVED
HOLDEN HOME MODERNIZING, INC EMPLOYEE PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOLDEN HOME MODERNIZING, INC
.
Find decision makers
Plan sponsor
Name
HOLDEN HOME MODERNIZING, INC
EIN
04-2389489
Address
57 PUTNAM LANE · HOLDEN, MA · 015201101
Phone
(508) 829-3754
Industry
Construction
see all
Plan administrator
Name
HOLDEN HOME MODERNIZING INC
EIN
04-2389489
City
HOLDEN, MA
Phone
(508) 829-3754
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-27
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
C & C COMPLETE, INC.
C & C COMPLETE, INC. 401(K) P/S PLAN
$1.4M · 8 participants
AMERICAN FENCE & SUPPLY CO., INC.
AMERICAN FENCE & SUPPLY 401K PLAN
$1.4M · 47 participants
AIR BLOWN CONCRETE, INC. DBA ABC READY MIX
AIR BLOWN CONCRETE 401(K) PROFIT SHARING PLAN
$1.4M · 47 participants
SIDES CONTRACTING CO., INC.
SIDES CONTRACTING 401(K) RETIREMENT PLAN
$1.4M · 61 participants
CHRISTENSEN WELL & IRRIGATION, INC.
CHRISTENSEN WELL & IRRIGATION, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.4M · 15 participants
BRANCH TECHNOLOGY, INC.
BRANCH TECHNOLOGY, INC. 401(K) PLAN
$1.4M · 31 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
