Original filing (PDF)20260205150207NAL0007779378001

HOLIFIELD FINANCIAL ADVISORY SERVICES, INC.

Name: HOLIFIELD FINANCIAL ADVISORY SERVICES, INC. — PROSPER FINANCIAL ADVISERS 401(K) PLAN, Form 5500 (2024)
Creator: HOLIFIELD FINANCIAL ADVISORY SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

PROSPER FINANCIAL ADVISERS 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLIFIELD FINANCIAL ADVISORY SERVICES, INC..

Plan sponsor

Name

HOLIFIELD FINANCIAL ADVISORY SERVICES, INC.

EIN

26-2759988

Address

9455 KOGER BLVD N, SUITE 102 · SAINT PETERSBURG, FL · 33702

Phone

(727) 823-3801

Industry

Finance & Insurancesee 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

2026-02-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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