Original filing (PDF)20250503080722NAL0005738721001

HOLCOMBE FINANCIAL INC.

Name: HOLCOMBE FINANCIAL INC. — HOLCOMBE FINANCIAL INC. 401K PLAN, Form 5500 (2024)
Creator: HOLCOMBE FINANCIAL INC.

Form 5500-SF

FILING_RECEIVED

HOLCOMBE FINANCIAL INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 HOLCOMBE FINANCIAL INC..

Plan sponsor

Name

HOLCOMBE FINANCIAL INC.

EIN

20-5537623

Address

4151 ASHFORD DUNWOODY RD STE 165 · ATLANTA, GA · 30319

Phone

(404) 257-3317

Industry

Finance & Insurancesee all

Plan administrator

Name

HOLCOMBE FINANCIAL INC.

EIN

20-5537623

City

ATLANTA, GA

Phone

(404) 257-3317

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SPYGLASS CAPITAL PARTNERS, LLC

SPYGLASS CAPITAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN

$1.2M · 3 participants

CSL CAPITAL MANAGEMENT LP

CSL CAPITAL MANAGEMENT LP 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 11 participants

DJCITY INC

DJCITY INC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 13 participants

ALCOSTA CAPITAL MANAGEMENT, INC.

ALCOSTA CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN

$1.2M · 2 participants

WALNUT STREET ASSOCIATES

WALNUT STREET ASSOCIATES 401(K PLAN