Original filing (PDF)20250529173220NAL0020006850001

HOLDEN & HAHN, S.C.

Name: HOLDEN & HAHN, S.C. — HOLDEN & HAHN 401(K) PLAN, Form 5500 (2024)
Creator: HOLDEN & HAHN, S.C.

Form 5500-SF

FILING_RECEIVED

HOLDEN & HAHN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 HOLDEN & HAHN, S.C..

Plan sponsor

Name

HOLDEN & HAHN, S.C.

EIN

39-1657526

Address

903 N 6TH ST · SHEBOYGAN, WI · 530814149

Phone

(920) 458-0707

Industry

Law Offices· Professional & Technical Servicessee 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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FREEMAN FIRM, A PROFESSIONAL LAW

FREEMAN FIRM, A PROFESSIONAL LAW CORPORATION 401(K) PLAN

$1.6M · 17 participants

COLLINS COLE WINN & ULMER, PLLC

COLLINS COLE WINN & ULMER, PLLC 401(K) PLAN

$1.6M · 13 participants

OLLILA LAW GROUP LLC

OLLILA LAW GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 11 participants

LAW OFFICES OF LYNNE A. USTACH

USTACH, LYNNE A., LAW OFFICES OF

$1.6M · 2 participants

BREEN & WILLIFORD INJURY LAWYERS, P.S.C.

BREEN & WILLIFORD INJURY LAWYERS, P.S.C. 401(K) PLAN