Original filing (PDF)20250711074007NAL0006097585001

HOLT NEY ZATCOFF & WASSERMAN, LLP

Name: HOLT NEY ZATCOFF & WASSERMAN, LLP — HOLT NEY ZATCOFF & WASSERMAN, LLP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HOLT NEY ZATCOFF & WASSERMAN, LLP

Form 5500-SF

FILING_RECEIVED

HOLT NEY ZATCOFF & WASSERMAN, LLP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLT NEY ZATCOFF & WASSERMAN, LLP.

Plan sponsor

Name

HOLT NEY ZATCOFF & WASSERMAN, LLP

EIN

58-1541204

Address

100 GALLERIA PARKWAY · SUITE 1800 · ATLANTA, GA · 30339

Phone

(770) 956-9600

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

2025-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

OTTOSEN DINOLFO HASENBALG ET AL

OTTOSEN DINOLFO HASENBALG & CASTALDO, LTD 401(K) PLAN

$13.6M · 33 participants

GOLDBERG, GODLES, WIENER, & WRIGHT, LLP

GOLDBERG, GODLES, WIENER & WRIGHT MONEY PURCHASE PENSION PLAN

$13.6M · 6 participants

BONNE, BRIDGES, MUELLER, O'KEEFE &

BONNE, BRIDGES, MUELLER, O'KEEFE & NICHOLS PROFESSIONAL CORPORATION 401(K) SAVINGS PLAN

$13.6M · 20 participants

MOULEDOUX, BLAND, LEGRAND &

MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC

$13.6M