Original filing (PDF)20250929134608NAL0026907858001

HOLMES AND GRIFFETH FINANCIAL PLANNERS

Name: HOLMES AND GRIFFETH FINANCIAL PLANNERS — HOLMES AND GRIFFETH FINANCIAL PLANNERS MCF BENEFIT PLAN, Form 5500 (2024)
Creator: HOLMES AND GRIFFETH FINANCIAL PLANNERS

Form 5500-SF

FILING_RECEIVED

HOLMES AND GRIFFETH FINANCIAL PLANNERS MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$61

Net assets (EOY)

$17

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLMES AND GRIFFETH FINANCIAL PLANNERS.

Plan sponsor

Name

HOLMES AND GRIFFETH FINANCIAL PLANNERS

EIN

43-1944008all filings

Address

636 W REPUBLIC RD STE G100 · SPRINGFIELD, MO · 65807

Phone

(417) 887-1272

Industry

Professional & Technical Servicessee all

Plan administrator