Original filing (PDF)20250702125150NAL0019826256001

CATHERINE A. HOLT, MD, PA

Name: CATHERINE A. HOLT, MD, PA — CATHERINE A. HOLT, MD. PA 401(K), Form 5500 (2024)
Creator: CATHERINE A. HOLT, MD, PA

Form 5500-SF

FILING_RECEIVED

CATHERINE A. HOLT, MD. PA 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

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 average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATHERINE A. HOLT, MD, PA.

Plan sponsor

Name

CATHERINE A. HOLT, MD, PA

EIN

20-8799561all filings

Address

5757 WARREN PARKWAY · SUITE 240 · FRISCO, TX · 75034

Phone

(214) 297-0000

Industry