Original filing (PDF)20250729152305NAL0003558289001

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS

Name: THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS — THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS.

Plan sponsor

Name

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS

EIN

59-3446759all filings

Address

2637 MCCORMICK DRIVE · SUITE 101 · CLEARWATER, FL · 33759

Phone

(727) 724-3334

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator