Original filing (PDF)20250813123936NAL0004887043001

HOLTHAUS INSURANCE & FINANCIAL SERVICES, INC

Name: HOLTHAUS INSURANCE & FINANCIAL SERVICES, INC — HOLTHAUS INS. & FIN. SVCS RETIREMENT PLAN, Form 5500 (2024)
Creator: HOLTHAUS INSURANCE & FINANCIAL SERVICES, INC

Form 5500-SF

FILING_RECEIVED

HOLTHAUS INS. & FIN. SVCS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLTHAUS INSURANCE & FINANCIAL SERVICES, INC.

Plan sponsor

Name

HOLTHAUS INSURANCE & FINANCIAL SERVICES, INC

EIN