How big is HOLT Financial Group, LLC's plan?

HOLT Financial Group, LLC's plan reported $152K in assets and 3 participants for 2024.

Original filing (PDF)20250505135224NAL0008156609001

HOLT Financial Group, LLC

Name: HOLT Financial Group, LLC — HOLT Financial Group, Form 5500 (2024)
Creator: HOLT Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOLT Financial Group Retirement Plan

401(k) retirement plan · HOLT Financial Group, LLC's HOLT Financial Group Retirement Plan held $152K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

Plan identifiers

HOLT Financial Group, LLC's EIN is 47-3225827.

EIN 47-3225827

Plan number 001

Plan year 2024

ACK ID 20250505135224NAL0008156609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HOLT Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HOLT Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLT FINANCIAL GROUP, LLC.

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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