Original filing (PDF)20260626101829NAL0008313299001

Holley & Menker, P.A.

Name: Holley & Menker, P.A. — Holley & Menker, P.A. 401(k), Form 5500 (2025)
Creator: Holley & Menker, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holley & Menker, P.A. 401(k) Plan

401(k) retirement plan · Holley & Menker, P.A.'s Holley & Menker, P.A. 401(k) Plan held $2.9M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLLEY & MENKER, P.A..

Plan sponsor

Name

HOLLEY & MENKER, P.A.

EIN

26-0629733all filings

Address

60 OCEAN BOULEVARD, SUITE 3 · ATLANTIC BEACH, FL · 32233

Phone

(904) 247-2620

Industry