How big is Holden, Whitelaw & Associates, Inc.'s plan?

Holden, Whitelaw & Associates, Inc.'s plan reported $2.8M in assets and 14 participants for 2024.

Original filing (PDF)20250908135903NAL0041585522001

Holden, Whitelaw & Associates, Inc.

Name: Holden, Whitelaw & Associates, Inc. — Pacific Apprai, Form 5500 (2024)
Creator: Holden, Whitelaw & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Appraisers 401(k) Plan

401(k) retirement plan · Holden, Whitelaw & Associates, Inc.'s Pacific Appraisers 401(k) Plan held $2.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Michael Vanderford signed Holden, Whitelaw & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Holden, Whitelaw & Associates, Inc.'s EIN is 54-2099771.

EIN 54-2099771

Plan number 001

Plan year 2024

ACK ID 20250908135903NAL0041585522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Holden, Whitelaw & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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