How big is Holbrook Service, LLC's plan?

Holbrook Service, LLC's plan reported $6.1M in assets and 88 participants for 2024.

Original filing (PDF)20251020113923NAL0000549856001

Holbrook Service, LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Holbrook Service, LLC held $6.1M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Kathleen Cartwright signed Holbrook Service, LLC's 2024 Form 5500 as plan administrator.

Kathleen Cartwright — 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

Holbrook Service, LLC's EIN is 27-2602704.

EIN 27-2602704

Plan number 001

Plan year 2024

ACK ID 20251020113923NAL0000549856001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Holbrook Service, 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 HOLBROOK SERVICE, 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