How big is Slattery & Holman, PC's plan?

Slattery & Holman, PC's plan reported $9.9M in assets and 15 participants for 2024.

Original filing (PDF)20251008124700NAL0003011059001

Slattery & Holman, PC

Name: Slattery & Holman, PC — Slattery & Holman, PC Profit, Form 5500 (2024)
Creator: Slattery & Holman, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Slattery & Holman, PC Profit Sharing Plan

401(k) retirement plan · Slattery & Holman, PC's Slattery & Holman, PC Profit Sharing Plan held $9.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

Slattery & Holman, PC's EIN is 35-1518557.

EIN 35-1518557

Plan number 001

Plan year 2024

ACK ID 20251008124700NAL0003011059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Slattery & Holman, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Slattery & Holman, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SLATTERY & HOLMAN, PC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SLATTERY & HOLMAN, PC

EIN

all filings

Address

12900 N MERIDIAN ST · STE 350 · CARMEL, IN · 46032

Phone

(317) 843-5715

Industry

CPA Offices· Professional & Technical Services

Plan administrator