Original filing (PDF)20250908135903NAL0041585522001

HOLDEN, WHITELAW & ASSOCIATES, INC.

Name: HOLDEN, WHITELAW & ASSOCIATES, INC. — PACIFIC APPRAISERS 401(K) PLAN, Form 5500 (2024)
Creator: HOLDEN, WHITELAW & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PACIFIC APPRAISERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 HOLDEN, WHITELAW & ASSOCIATES, INC..

Plan sponsor

Name

HOLDEN, WHITELAW & ASSOCIATES, INC.

EIN

54-2099771

Address

9010 SOQUEL DRIVE, SUITE 3 · APTOS, CA · 95003

Phone

(831) 607-3807

Industry

Real Estatesee 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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size Real Estate plans

ASCENDANT VALUATION ADVISORS, LLC

ASCENDANT VALUATION ADVISORS 401(K) PLAN

$2.8M · 9 participants

MAXWELL, HENDRY & SIMMONS, LLC

MAXWELL, HENDRY & SIMMONS, LLC 401(K) EMPLOYEE PROFIT SHARING PLAN

$2.9M · 11 participants

DAKOTA APPRAISAL & CONSULTING, LTD.

DAKOTA APPRAISAL 401(K) PLAN

$2.8M · 8 participants

MINNEAPOLIS/ST. PAUL REALTY ADVISORS, INC.

MINNEAPOLIS/ST. PAUL REALTY ADVISORS, INC. 401(K) PROFIT SHARING SAVINGS PLAN

$2.9M · 10 participants

WINGATE & ASSOCIATES LTD