How big is Holtey Law LLC's plan?

Holtey Law LLC's plan reported $2.6M in assets and 11 participants for 2024.

Original filing (PDF)20251015143050NAL0002455827001

Holtey Law LLC

Name: Holtey Law LLC — Holtey Law LLC 401(k) Plan, Form 5500 (2024)
Creator: Holtey Law LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holtey Law LLC 401(k) Plan

401(k) retirement plan · Holtey Law LLC's Holtey Law LLC 401(k) Plan held $2.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Holtey Law LLC's EIN is 45-3216295.

EIN 45-3216295

Plan number 001

Plan year 2024

ACK ID 20251015143050NAL0002455827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holtey Law LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holtey Law LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLTEY LAW LLC.

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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.

Plan sponsor

Name

HOLTEY LAW LLC

EIN

all filings

Address

1140 SW 11TH AVE · 4TH FLOOR · PORTLAND, OR · 972052491

Phone

(503) 224-9878

Industry

Law Offices· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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