How big is Anthony a Holds' plan?

Anthony a Holds' plan reported $95K in assets and 6 participants for 2024.

Original filing (PDF)20260129093142NAL0004198785001

Anthony a Holds

Name: Anthony a Holds — Anthony a Holds 401(k) Profit, Form 5500 (2024)
Creator: Anthony a Holds
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anthony a Holds 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Anthony a Holds' Anthony a Holds 401(k) Profit Sharing Plan & Trust held $95K in plan assets for 6 participants in 2024.

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

People on this filing

Rachel E Napier signed Anthony a Holds' 2024 Form 5500 as plan administrator.

Rachel E Napier — 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

Anthony a Holds' EIN is 46-2320082.

EIN 46-2320082

Plan number 001

Plan year 2024

ACK ID 20260129093142NAL0004198785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anthony a Holds from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anthony a Holds' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

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).

Plan sponsor

Name

ANTHONY A HOLDS

EIN

all filings

Address

2601 CATTLEMEN RD STE 200 · SARASOTA, FL · 342326282

Phone

(941) 957-4522

Industry

Finance & Insurance

Plan administrator