How big is Holden Wealth Management's plan?

Holden Wealth Management's plan reported $672K in assets and 3 participants for 2024.

Original filing (PDF)20251001133729NAL0012691905001

Holden Wealth Management

Name: Holden Wealth Management — Holden Wealth Management, Form 5500 (2024)
Creator: Holden Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holden Wealth Management 401(k) Plan

401(k) retirement plan · Holden Wealth Management's Holden Wealth Management 401(k) Plan held $672K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

People on this filing

JON Holden signed Holden Wealth Management's 2024 Form 5500 as plan administrator.

JON Holden — 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

Holden Wealth Management's EIN is 35-2145871.

EIN 35-2145871

Plan number 001

Plan year 2024

ACK ID 20251001133729NAL0012691905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holden Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holden Wealth Management'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 HOLDEN WEALTH MANAGEMENT.

Finding similar companies…

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