Original filing (PDF)20250502193626NAL0003052115001

HOWERDD FINANCIAL CORPORATION

Name: HOWERDD FINANCIAL CORPORATION — HOWERDD FINANCIAL CORPORATION 401K PLAN, Form 5500 (2023)
Creator: HOWERDD FINANCIAL CORPORATION

Form 5500-SF

FILING_RECEIVED

HOWERDD FINANCIAL CORPORATION 401K PLAN

401(k) retirement plan

Signals · 2

Late filing · 5.5 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOWERDD FINANCIAL CORPORATION.

Plan sponsor

Name

HOWERDD FINANCIAL CORPORATION

EIN

58-1949816all filings

Address

P.O. BOX 40060 · AUGUSTA, GA · 30909

Phone

—

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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