· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOLDERMANN LLC — HOLDERMANN INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721124243NAL0003134562001
HOLDERMANN LLC
Form 5500-SF
FILING_RECEIVED
HOLDERMANN INC 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOLDERMANN LLC
.
Find decision makers
Plan sponsor
Name
HOLDERMANN LLC
EIN
73-1684084
Address
490 MURPHY RD · MEDFORD, OR · 975048144
Phone
(541) 779-5227
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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 Offices of Physicians plans
CHILD CARE CONSULTANTS, INC.
CHILD CARE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
$2.7M · 14 participants
ASSOCIATED PLASTIC SURGEONS OF WNY, P.C.
ASSOCIATED PLASTIC SURGEONS OF WNY, P.C. PROFIT SHARING PLAN
$2.7M · 12 participants
GAURANG PATEL, MD, LLC
GAURANG PATEL, MD CASH BALANCE PLAN
$2.7M · 17 participants
FLORIDA CARDIOLOGY ASSOCIATES LLC
FLORIDA CARDIOLOGY ASSOCIATES CASH BALANCE PENSION PLAN
$2.7M · 11 participants
BENNY J. GUZMAN M.D. CORP.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
BENNY J. GUZMAN M.D. CORP PENSION PLAN
$2.7M · 15 participants
D BADOLATO, P.A.
D BADOLATO, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
$2.7M · 30 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
