How big is Holly R. Harrand, Inc.'s plan?

Holly R. Harrand, Inc.'s plan reported $612K in assets and 2 participants for 2024.

Original filing (PDF)20251010075412NAL0017917794001

Holly R. Harrand, Inc.

Name: Holly R. Harrand, Inc. — Horizon Financial 401(k), Form 5500 (2024)
Creator: Holly R. Harrand, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Horizon Financial 401(k) Plan

401(k) retirement plan · Holly R. Harrand, Inc.'s Horizon Financial 401(k) Plan held $612K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$612K

Net assets (EOY)

$612K

Plan identifiers

Holly R. Harrand, Inc.'s EIN is 38-3513126.

EIN 38-3513126

Plan number 001

Plan year 2024

ACK ID 20251010075412NAL0017917794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holly R. Harrand, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holly R. Harrand, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

HOLLY R. HARRAND, INC.

EIN

all filings

Address

4020 COPPER VIEW · SUITE 230 · TRAVERSE CITY, MI · 49684

Phone

(616) 941-6669

Industry

Finance & Insurance

Plan administrator