Original filing (PDF)20250505132211NAL0018115010001

HOLL FINANCIAL SERVICES S.C.

Name: HOLL FINANCIAL SERVICES S.C. — DJHFP 401(K) PLAN, Form 5500 (2024)
Creator: HOLL FINANCIAL SERVICES S.C.

Form 5500-SF

FILING_RECEIVED

DJHFP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 HOLL FINANCIAL SERVICES S.C..

Plan sponsor

Name

HOLL FINANCIAL SERVICES S.C.

EIN

36-4524952

Address

2945 SHAWANO AVENUE · GREEN BAY, WI · 543136726

Phone

(920) 321-0321

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

2025-05-05

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

REDLEAF MANAGEMENT COMPANY

REDLEAF MANAGEMENT COMPANY 401K PLAN

$2.5M · 25 participants

SCP III LP

SCP III LP INCENTIVE SAVINGS TRUST

$2.5M · 6 participants

ACORN PACIFIC VENTURES LLC

ACORN PACIFIC VENTURES LLC 401K PLAN

$2.5M · 3 participants

THE WEATHERFORD PARTNERS, LLC

THE WEATHERFORD PARTNERS, LLC 401(K) PROFIT SHARING PLAN

$2.5M · 12 participants

BILTMORE FAMILY OFFICE LLC

BILTMORE FAMILY OFFICE LLC 401K & PROFIT SHARING PLAN