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HOURIGAN, HOLZMAN & SPRAGUE, LLP — HOURIGAN, HOLZMAN & SPRAGUE, LLP 401(K) PORFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240614121522NAL0031967361001
HOURIGAN, HOLZMAN & SPRAGUE, LLP
Form 5500-SF
FILING_RECEIVED
HOURIGAN, HOLZMAN & SPRAGUE, LLP 401(K) PORFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
5
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
84
/ 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
100
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
HOURIGAN, HOLZMAN & SPRAGUE, LLP
.
Find decision makers
Plan sponsor
Name
HOURIGAN, HOLZMAN & SPRAGUE, LLP
EIN
55-0854271
Address
5951 ENCINA ROAD, SUITE 208 · GOLETA, CA · 93117
Phone
(805) 967-6765
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 10 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
