How big is Monte HOLM & Associates, LC's plan?

Monte HOLM & Associates, LC's plan reported $5.0M in assets and 4 participants for 2024.

Original filing (PDF)20250204125924NAL0004436275001

Monte HOLM & Associates, LC

Name: Monte HOLM & Associates, LC — Monte HOLM &, Form 5500 (2024)
Creator: Monte HOLM & Associates, LC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monte HOLM & Associates, LC Defined Benefit Plan

Defined-benefit pension plan · Monte HOLM & Associates, LC's Monte HOLM & Associates, LC Defined Benefit Plan held $5.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Mark Tichenor signed Monte HOLM & Associates, LC's 2024 Form 5500 as plan administrator.

Mark Tichenor — 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

Monte HOLM & Associates, LC's EIN is 52-2328089.

EIN 52-2328089

Plan number 001

Plan year 2024

ACK ID 20250204125924NAL0004436275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monte HOLM & Associates, LC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monte HOLM & Associates, LC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONTE HOLM & ASSOCIATES, LC.

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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