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Original filing (PDF)20251009171507NAL0007374177001
MCCARTHY & HOLTHUS, LLP
Form 5500
FILING_RECEIVED
MCCARTHY & HOLTHUS, LLP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
317
Accounts w/ balance
274
Plan assets (EOY)
$19.2M
Net assets (EOY)
$19.2M
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 MCCARTHY & HOLTHUS, LLP.
Plan sponsor
Name
MCCARTHY & HOLTHUS, LLP
EIN
33-0840381
Address
2763 CAMINO DEL RIO SOUTH STE 100 · SAN DIEGO, CA · 92108
Phone
(619) 685-4800
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
THOMAS J HOLTHUS
EIN
33-0840381
City
SAN DIEGO, CA
Phone
(619) 685-4800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
HOCKING & SCHULENBERG, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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