How big is Peter Holtz CPA's plan?

Peter Holtz CPA's plan reported $1.0M in assets and 26 participants for 2024.

Original filing (PDF)20250611173027NAL0027502576001

Peter Holtz CPA

Name: Peter Holtz CPA — Peter Holtz CPA 401(k) P/S Plan, Form 5500 (2024)
Creator: Peter Holtz CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter Holtz CPA 401(k) P/S Plan

401(k) retirement plan · Peter Holtz CPA's Peter Holtz CPA 401(k) P/S Plan held $1.0M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Tenille RIOS signed Peter Holtz CPA's 2024 Form 5500 as plan administrator.

Tenille RIOS — 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

Peter Holtz CPA's EIN is 45-3590353.

EIN 45-3590353

Plan number 001

Plan year 2024

ACK ID 20250611173027NAL0027502576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Holtz CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Holtz CPA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER HOLTZ CPA.

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Plan health score

Above-average plan

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

Knocking points off