Original filing (PDF)20250528051157NAL0006696081001

HOLLY HULBURD DESIGN INC.

Name: HOLLY HULBURD DESIGN INC. — HOLLY HULBURD DESIGN INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: HOLLY HULBURD DESIGN INC.

Form 5500-SF

FILING_RECEIVED

HOLLY HULBURD DESIGN INC. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLLY HULBURD DESIGN INC..

Plan sponsor

Name

HOLLY HULBURD DESIGN INC.

EIN

54-2088164

Address

1400 VALLEJO STREET · SAN FRANCISCO, CA · 94109

Phone

(415) 440-0801

Industry

Professional & Technical Servicessee 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

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

4TH GENERATION RECYCLING, INC.

4G RECYCLING 401(K) PLAN

$1.1M · 24 participants

MCKEEVER SERVICES

MCKEEVER SERVICES 401(K) P/S PLAN

$1.1M · 19 participants

MEAD QUIN, INC.

MEAD QUIN, INC. 401(K) PLAN

$1.1M · 11 participants

PROFESSIONALPLANETS.COM LLC

PROFESSIONALPLANETS.COM 401K PLAN

$1.1M · 3 participants

AK DESIGNS LLC

AK DESIGNS LLC 401(K) PROFIT SHARING PLAN

$1.1M · 10 participants