· 2022–2024 · DOL EFAST2

HOLT NEY ZATCOFF & WASSERMAN, LLP — HOLT NEY ZATCOFF & WASSERMAN, LLP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250711084143NAL0010090704001

HOLT NEY ZATCOFF & WASSERMAN, LLP

Form 5500-SF

FILING_RECEIVED

HOLT NEY ZATCOFF & WASSERMAN, LLP 401(K) PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

30

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan health score

96

/ 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

86

Vendor & structure

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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