How big is HOLD Brothers Capital, LLC's plan?

HOLD Brothers Capital, LLC's plan reported $1.3M in assets and 20 participants for 2024.

Original filing (PDF)20250527103105NAL0005949873001

HOLD Brothers Capital, LLC

Name: HOLD Brothers Capital, LLC — HOLD Brothers Capital, Form 5500 (2024)
Creator: HOLD Brothers Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOLD Brothers Capital 401(k) Plan

401(k) retirement plan · HOLD Brothers Capital, LLC's HOLD Brothers Capital 401(k) Plan held $1.3M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

ILAN Lessick signed HOLD Brothers Capital, LLC's 2024 Form 5500 as plan administrator.

ILAN Lessick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

HOLD Brothers Capital, LLC's EIN is 27-0216673.

EIN 27-0216673

Plan number 001

Plan year 2024

ACK ID 20250527103105NAL0005949873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HOLD Brothers Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HOLD Brothers Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLD BROTHERS CAPITAL, LLC.

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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