How big is Holdsworth & Nicholas, Inc.'s plan?

Holdsworth & Nicholas, Inc.'s plan reported $594K in assets and 2 participants for 2024.

Original filing (PDF)20250724112454NAL0011250802001

Holdsworth & Nicholas, Inc.

Name: Holdsworth & Nicholas, Inc. — Holdsworth & Nicholas, Form 5500 (2024)
Creator: Holdsworth & Nicholas, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holdsworth & Nicholas, Inc. 401(k)

401(k) retirement plan · Holdsworth & Nicholas, Inc.'s Holdsworth & Nicholas, Inc. 401(k) held $594K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$594K

Net assets (EOY)

$594K

People on this filing

Kevin Black signed Holdsworth & Nicholas, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Black — 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

Holdsworth & Nicholas, Inc.'s EIN is 33-1026535.

EIN 33-1026535

Plan number 001

Plan year 2024

ACK ID 20250724112454NAL0011250802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holdsworth & Nicholas, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holdsworth & Nicholas, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLDSWORTH & NICHOLAS, INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HOLDSWORTH & NICHOLAS, INC

EIN

all filings

Address

6102 BROADWAY, STE B3 · SAN ANTONIO, TX · 78209

Phone

(210) 367-0162

Industry

Professional & Technical Services

Plan administrator