How big is HOLL Financial Services S.C.'s plan?

HOLL Financial Services S.C.'s plan reported $2.9M in assets and 2 participants for 2025.

Original filing (PDF)20260506090224NAL0003282098001

HOLL Financial Services S.C.

Name: HOLL Financial Services S.C. — Djhfp 401(k) Plan, Form 5500 (2025)
Creator: HOLL Financial Services S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Djhfp 401(k) Plan

401(k) retirement plan · HOLL Financial Services S.C.'s Djhfp 401(k) Plan held $2.9M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Daniel HOLL signed HOLL Financial Services S.C.'s 2025 Form 5500 as plan administrator.

Daniel HOLL — 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

HOLL Financial Services S.C.'s EIN is 36-4524952.

EIN 36-4524952

Plan number 001

Plan year 2025

ACK ID 20260506090224NAL0003282098001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for HOLL Financial Services S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

HOLL Financial Services S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 HOLL FINANCIAL SERVICES S.C..

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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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

HOLL FINANCIAL SERVICES S.C.

EIN

all filings

Address

2945 SHAWANO AVENUE · GREEN BAY, WI · 543136726

Phone

(920) 321-0321

Industry

Finance & Insurance

Plan administrator