Back to filter
Original filing (PDF)20250729102156NAL0001241699002
HOLMES & WISELEY PC
Form 5500-SF
FILING_RECEIVED
HOLMES & WISELEY PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLMES & WISELEY PC.
Plan sponsor
Name
HOLMES & WISELEY PC
EIN
26-2346629
Address
2090 CELEBRATION DRIVE · SUITE 202 · GRAND RAPIDS, MI · 49525
Phone
(616) 447-9610
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Law Offices plans
GASSER LAW FIRM, LLC
GASSER LAW 401(K) PLAN
$1.0M · 6 participants
TORMEY & MCCONNELL, LLC
TORMEY & MCCONNELL, LLC 401(K) PLAN
$1.0M · 4 participants
POLITO & HARRINGTON, LLC
POLITO & HARRINGTON, LLC PROFIT SHARING PLAN
$1.0M · 8 participants
BENDINELLI LAW OFFICE P.C.
BENDINELLI CASH BALANCE PLAN
$1.0M · 7 participants
CORRELL LAW, PA
CORRELL LAW PA DEFINED BENEFIT PENSION PLAN
$1.0M · 2 participants
RICHARDSON HARRINGTON & FURNESS
RICHARDSON HARRINGTON & FURNESS PROFIT SHARING PLAN
$1.0M · 5 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants