How big is Croft Caderao & Holland, PLLC's plan?

Croft Caderao & Holland, PLLC's plan reported $348K in assets and 9 participants for 2024.

Original filing (PDF)20250715155851NAL0003285328001

Croft Caderao & Holland, PLLC

Name: Croft Caderao & Holland, PLLC — Dallas CBT 401(k), Form 5500 (2024)
Creator: Croft Caderao & Holland, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dallas CBT 401(k) Plan

401(k) retirement plan · Croft Caderao & Holland, PLLC's Dallas CBT 401(k) Plan held $348K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

People on this filing

Grant Holland signed Croft Caderao & Holland, PLLC's 2024 Form 5500 as plan administrator.

Grant Holland — 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

Croft Caderao & Holland, PLLC's EIN is 47-1426885.

EIN 47-1426885

Plan number 001

Plan year 2024

ACK ID 20250715155851NAL0003285328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Croft Caderao & Holland, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Croft Caderao & Holland, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROFT CADERAO & HOLLAND, PLLC.

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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

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 (86th percentile).

Plan sponsor

Name

CROFT CADERAO & HOLLAND, PLLC

EIN

all filings

Address

3626 NORTH HALL STREET · SUITE 550 · DALLAS, TX · 75219

Phone

(214) 305-2110

Industry

Health Care & Social Assistance

Plan administrator