Original filing (PDF)20250618125307NAL0003454640001

HOWARD & CO, INC.

Name: HOWARD & CO, INC. — HOWARD & CO INC 401(K) PLAN, Form 5500 (2024)
Creator: HOWARD & CO, INC.

Form 5500-SF

FILING_RECEIVED

HOWARD & CO INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOWARD & CO, INC..

Plan sponsor

Name

HOWARD & CO, INC.

EIN

20-1206566

Address

12704 W END CT · OCEAN CITY, MD · 218429676

Phone

(703) 946-5573

Industry

Professional & Technical Servicessee 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

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SALLUS RETIREMENT LLC

SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN

$1.3M · 352 participants

BD2SQUARED LLC

BD SQUARED RETIREMENT PLAN

$1.3M · 9 participants

DRAGONBOAT INC.

DRAGONBOAT INC. 401(K) PLAN

$1.3M · 13 participants

DEROSA RESEARCH AND TRADING, INC.

DEROSA RESEARCH AND TRADING, INC. PENSION PLAN

$1.3M · 4 participants

I HEALTH, INC.

I HEALTH, INC. 401(K) PROFIT SHARING PLAN

$1.3M · 7 participants