· 2022–2024 · DOL EFAST2

HOLMDEL FINANCIAL SERVICES, INC. — HOLMDEL FINANCIAL SERVICES, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251015214340NAL0005903617001

HOLMDEL FINANCIAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

HOLMDEL FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

1

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

30

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLMDEL FINANCIAL SERVICES, INC..

Plan sponsor

Name

HOLMDEL FINANCIAL SERVICES, INC.

EIN

20-0793991

Address

670 NORTH BEERS STREET · HOLMDEL, NJ · 07733

Phone

(732) 946-2004

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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