· 2022–2024 · DOL EFAST2

HOLT-Lee Construction, Inc. — HOLT-Lee Construction, Form 5500 (2025)

Original filing (PDF)20260402180756NAL0003677939001

HOLT-Lee Construction, Inc.

Form 5500-SF

FILING_RECEIVED

HOLT-Lee Construction, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · HOLT-Lee Construction, Inc.'s HOLT-Lee Construction, Inc. 401(k) Profit Sharing Plan held $3.3M in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

10

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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

76

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 HOLT-LEE CONSTRUCTION, INC..

Plan sponsor

Name

HOLT-LEE CONSTRUCTION, INC.

EIN

65-0617256all filings

Address

353 N SWINTON AVENUE · DELRAY BEACH, FL · 33444

Phone

(954) 725-4881

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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