Original filing (PDF)20250711083639NAL0009358704001

HOLT NEY ZATCOFF & WASSERMAN, LLP

Name: HOLT NEY ZATCOFF & WASSERMAN, LLP — HOLT NEY ZATCOFF & WASSERMAN, LLP ASSOCIATES' 401(K) PLAN, Form 5500 (2024)
Creator: HOLT NEY ZATCOFF & WASSERMAN, LLP

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLT NEY ZATCOFF & WASSERMAN, LLP.

Plan sponsor

Name

HOLT NEY ZATCOFF & WASSERMAN, LLP

EIN

58-1541204all filings

Address

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

Phone

(770) 956-9600

Industry