Original filing (PDF)20250505135224NAL0008156609001

HOLT FINANCIAL GROUP, LLC

Name: HOLT FINANCIAL GROUP, LLC — HOLT FINANCIAL GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: HOLT FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

HOLT FINANCIAL GROUP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

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.

Decision-maker contacts

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

Plan sponsor

Name

HOLT FINANCIAL GROUP, LLC

EIN

47-3225827all filings

Address

105 FALLS CT. SUITE 400 · BOERNE, TX · 78006

Phone

(830) 816-3434

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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