How big is Holzman Horner, Chartered's plan?

Holzman Horner, Chartered's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250901072052NAL0022817424001

Holzman Horner, Chartered

Name: Holzman Horner, Chartered — Holzman Horner, Form 5500 (2024)
Creator: Holzman Horner, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holzman Horner, Chartered Cash Balance Plan

Defined-benefit pension plan · Holzman Horner, Chartered's Holzman Horner, Chartered Cash Balance Plan held $1.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Holzman Horner, Chartered's EIN is 47-3460733.

EIN 47-3460733

Plan number 002

Plan year 2024

ACK ID 20250901072052NAL0022817424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holzman Horner, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holzman Horner, Chartered's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLZMAN HORNER, CHARTERED.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score