HOLDEN MANAGEMENT SERVICES, INC. DBA HOLDEN & COMPANY INSURANCE, INC.
Form 5500-SF
FILING_RECEIVED
HOLDEN INSURANCE 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
19
Plan assets (EOY)
$789K
Net assets (EOY)
$789K
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
59
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLDEN MANAGEMENT SERVICES, INC. DBA HOLDEN & COMPANY INSURANCE, INC..
Plan sponsor
Name
HOLDEN MANAGEMENT SERVICES, INC. DBA HOLDEN & COMPANY INSURANCE, INC.
EIN
46-5597571
Address
115 N. FAIRFAX STREET · ALEXANDRIA, VA · 22314
Phone
(703) 549-2200
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
