How big is Holden Advisors Corp.'s plan?

Holden Advisors Corp.'s plan reported $2.1M in assets and 14 participants for 2024.

Original filing (PDF)20250701100957NAL0018347424001

Holden Advisors Corp.

Name: Holden Advisors Corp. — Holden Advisors Corp. 401(k), Form 5500 (2024)
Creator: Holden Advisors Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holden Advisors Corp. 401(k) PSP & Trust

401(k) retirement plan · Holden Advisors Corp.'s Holden Advisors Corp. 401(k) PSP & Trust held $2.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Bonnie Plapper signed Holden Advisors Corp.'s 2024 Form 5500 as plan administrator.

Bonnie Plapper — 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

Holden Advisors Corp.'s EIN is 47-0908074.

EIN 47-0908074

Plan number 001

Plan year 2024

ACK ID 20250701100957NAL0018347424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holden Advisors Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holden Advisors Corp.'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 HOLDEN ADVISORS CORP.

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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