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WILLIAM C. HOLCOMB, OD, PC — WILLIAM C. HOLCOMB, OD, PC PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250708164914NAL0007236752001
WILLIAM C. HOLCOMB, OD, PC
Form 5500-SF
FILING_RECEIVED
WILLIAM C. HOLCOMB, OD, PC PLAN
401(k) retirement plan
Signals · 1
Late filing · 31.7 mo
Active participants
6
Accounts w/ balance
16
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM C. HOLCOMB, OD, PC
.
Find decision makers
Plan sponsor
Name
WILLIAM C. HOLCOMB, OD, PC
EIN
54-1109588
Address
160 MT. PLEASANT ROAD · CHESAPEAKE, VA · 23322
Phone
(757) 482-4022
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-05-01
Tax period
2021-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 31.7 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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Trustee phone
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