Original filing (PDF)20251003162029NAL0002625584001

HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC

Name: HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC — HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

HOLLOWAY AND HARMAN CAPITAL MANAGEMENT, LLC

EIN

27-2864111

Address

9 WESTOWNE CENTER · LIBERTY, MO · 64068

Phone

(816) 781-0800

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

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RYAN SAUNDERS

RYAN SAUNDERS 401(K) PLAN

$1.1M · 14 participants

SPECTRUM FINANCIAL GROUP, INC.

SPECTRUM FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 4 participants

STRATEGIC ADVISORS LLC

STRATEGIC ADVISORS LLC PENSION PLAN

$1.1M · 4 participants

SOUTHEAST CAPITAL INVESTMENT GROUP LLC

SOUTHEAST CAPITAL INVESTMENT GROUP LLC 401 K PLAN

$1.1M · 5 participants

MOFF & ASSOCIATES

MOFF & ASSOCIATES 401(K) AND PROFIT SHARING PLAN