Original filing (PDF)20260129093142NAL0004198785001

ANTHONY A HOLDS

Name: ANTHONY A HOLDS — ANTHONY A HOLDS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ANTHONY A HOLDS

Form 5500-SF

FILING_RECEIVED

ANTHONY A HOLDS 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTHONY A HOLDS.

Plan sponsor

Name

ANTHONY A HOLDS

EIN

46-2320082

Address

2601 CATTLEMEN RD STE 200 · SARASOTA, FL · 342326282

Phone

(941) 957-4522

Industry