How big is David Holstein, SOLE Proprietor's plan?

David Holstein, SOLE Proprietor's plan reported $4.5M in assets and 2 participants for 2024.

Original filing (PDF)20251007191310NAL0004956785001

David Holstein, SOLE Proprietor

Name: David Holstein, SOLE Proprietor — David Holstein, Form 5500 (2024)
Creator: David Holstein, SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Holstein 401(k) Profit Sharing Plan

401(k) retirement plan · David Holstein, SOLE Proprietor's David Holstein 401(k) Profit Sharing Plan held $4.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

David Holstein, SOLE Proprietor's EIN is 20-4298476.

EIN 20-4298476

Plan number 002

Plan year 2024

ACK ID 20251007191310NAL0004956785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Holstein, SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Holstein, SOLE Proprietor's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID HOLSTEIN, SOLE PROPRIETOR.

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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