HOLT, LONGEST, WALL, BLAETZ & MOSELEY, PLLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score
86
/ 100
Grade A
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
52
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLT, LONGEST, WALL, BLAETZ & MOSELEY, PLLC.
Plan sponsor
Name
HOLT, LONGEST, WALL, BLAETZ & MOSELEY, PLLC
EIN
56-1866400
Address
3453 FORESTDALE DRIVE · BURLINGTON, NC · 27215
Phone
(336) 227-7461
Industry
Law Offices· 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
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.
