How big is DRS. Boles & HAM, P.A.'s plan?

DRS. Boles & HAM, P.A.'s plan reported $11.8M in assets and 39 participants for 2024.

Original filing (PDF)20250619121207NAL0003127713001

DRS. Boles & HAM, P.A.

Name: DRS. Boles & HAM, P.A. — DRS. Boles & HAM, P. A., Form 5500 (2024)
Creator: DRS. Boles & HAM, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DRS. Boles & HAM, P. A. 401(k) Profit Sharing Plan

401(k) retirement plan · DRS. Boles & HAM, P.A.'s DRS. Boles & HAM, P. A. 401(k) Profit Sharing Plan held $11.8M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Krista Barbrey signed DRS. Boles & HAM, P.A.'s 2024 Form 5500 as plan administrator.

Krista Barbrey — 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

DRS. Boles & HAM, P.A.'s EIN is 56-1078938.

EIN 56-1078938

Plan number 002

Plan year 2024

ACK ID 20250619121207NAL0003127713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DRS. Boles & HAM, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DRS. Boles & HAM, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DRS. BOLES & HAM, P.A..

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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

Knocking points off