Original filing (PDF)20260324135904NAL0005431314001

Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C.

Name: Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C. — Form 5500 Plan 001 (2025)
Creator: Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C. Profit Sharing Plan and Trust

401(k) retirement plan · Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C.'s Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C. Profit Sharing Plan and Trust held $12.2M in plan assets for 49 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

Plan identifiers

Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C.'s EIN is 63-1081157.

EIN 63-1081157

Plan number 001

Plan year 2025

ACK ID 20260324135904NAL0005431314001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Holtsford Gilliland Hitson Howard Stevens Tuley & Savarese, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLTSFORD GILLILAND HITSON HOWARD STEVENS TULEY & SAVARESE, P.C..

Finding similar companies…

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