How big is Holcombe Financial Inc.'s plan?

Holcombe Financial Inc.'s plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250503080722NAL0005738721001

Holcombe Financial Inc.

Name: Holcombe Financial Inc. — Holcombe Financial Inc., Form 5500 (2024)
Creator: Holcombe Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holcombe Financial Inc. 401(k) Plan

401(k) retirement plan · Holcombe Financial Inc.'s Holcombe Financial Inc. 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Holcombe Financial Inc.'s EIN is 20-5537623.

EIN 20-5537623

Plan number 002

Plan year 2024

ACK ID 20250503080722NAL0005738721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holcombe Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holcombe Financial Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLCOMBE FINANCIAL INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

HOLCOMBE FINANCIAL INC.

EIN

all filings

Address

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

Phone

(404) 257-3317

Industry

Finance & Insurance

Plan administrator