Original filing (PDF)20231016063736NAL0050184304001

HOLMAN & STEFANOWICZ, LLC

Name: HOLMAN & STEFANOWICZ, LLC — HOLMAN & STEFANOWICZ, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: HOLMAN & STEFANOWICZ, LLC

Form 5500-SF

FILING_RECEIVED

HOLMAN & STEFANOWICZ, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

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.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLMAN & STEFANOWICZ, LLC.

Plan sponsor

Name

HOLMAN & STEFANOWICZ, LLC

EIN

72-1539739all filings

Address

23864 NORTH POINTE CT. · LAKE BARRINGTON, IL · 60010

Phone

(312) 258-9700

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Welfare benefit codes

Service providers (Schedule C)

Small plans don't disclose service providers

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