Original filing (PDF)20251001110723NAL0020859362001

HOLLEY-NAVARRE WATER SYSTEM, INC.

Name: HOLLEY-NAVARRE WATER SYSTEM, INC. — HOLLEY-NAVARRE WATER SYSTEM, INC. PENSION PLAN, Form 5500 (2024)
Creator: HOLLEY-NAVARRE WATER SYSTEM, INC.

Form 5500-SF

FILING_RECEIVED

HOLLEY-NAVARRE WATER SYSTEM, INC. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLLEY-NAVARRE WATER SYSTEM, INC..

Plan sponsor

Name

HOLLEY-NAVARRE WATER SYSTEM, INC.

EIN

59-1360196

Address

8574 TURKEY BLUFF RD. · NAVARRE, FL · 32566

Phone

(850) 939-2427

Industry

Utilitiessee 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

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

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 Utilities plans

HAMILTON SOUTHEASTERN UTILITIES, INC.

HAMILTON SOUTHEASTERN UTILITIES, INC./SAMCO 401(K) PLAN

$10.2M · 72 participants

RATHBUN REGIONAL WATER ASSOCIATION

RATHBUN REGIONAL WATER ASSOCIATION 401(K) PLAN

$10.2M · 64 participants

SC VALLEY ENGINEERING INC

SC VALLEY ENGINEERING INC 401K PLAN

$10.2M · 47 participants

USA WATER, LLC

USA WATER 401(K) PLAN

$10.2M · 439 participants

HAYES PIPE SUPPLY, INC.

HAYES PIPE SUPPLY, INC. 401K PROFIT SHARING PLAN