How big is Holbert Company, Inc.'s plan?

Holbert Company, Inc.'s plan reported $572K in assets and 6 participants for 2024.

Original filing (PDF)20250605095052NAL0009046019001

Holbert Company, Inc.

Name: Holbert Company, Inc. — Holbert Company, Inc. 401(k), Form 5500 (2024)
Creator: Holbert Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holbert Company, Inc. 401(k) Plan

401(k) retirement plan · Holbert Company, Inc.'s Holbert Company, Inc. 401(k) Plan held $572K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$572K

Net assets (EOY)

$572K

People on this filing

Jay Holbert signed Holbert Company, Inc.'s 2024 Form 5500 as plan administrator.

Jay Holbert — 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

Holbert Company, Inc.'s EIN is 57-0725789.

EIN 57-0725789

Plan number 001

Plan year 2024

ACK ID 20250605095052NAL0009046019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holbert Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holbert Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLBERT COMPANY, 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