How big is Mark H HOLT DDS MS Inc.'s plan?

Mark H HOLT DDS MS Inc.'s plan reported $9.0M in assets and 37 participants for 2025.

Original filing (PDF)20260511080110NAL0005135347001

Mark H HOLT DDS MS Inc.

Name: Mark H HOLT DDS MS Inc. — Mark H HOLT DDS MS Inc., Form 5500 (2025)
Creator: Mark H HOLT DDS MS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark H HOLT DDS MS Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Mark H HOLT DDS MS Inc.'s Mark H HOLT DDS MS Inc. 401(k) Profit Sharing Plan & Trust held $9.0M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.0M

Net assets (EOY)

$9.0M

Plan identifiers

Mark H HOLT DDS MS Inc.'s EIN is 20-2099361.

EIN 20-2099361

Plan number 001

Plan year 2025

ACK ID 20260511080110NAL0005135347001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mark H HOLT DDS MS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mark H HOLT DDS MS Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score