Original filing (PDF)20231002102808NAL0016545473001

HOLD TRADE TEXAS, INC.

Name: HOLD TRADE TEXAS, INC. — HOLD TRADE TEXAS, INC. EMPLOYEES 401(K) PLAN, Form 5500 (2022)
Creator: HOLD TRADE TEXAS, INC.

Form 5500-SF

FILING_RECEIVED

HOLD TRADE TEXAS, INC. EMPLOYEES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLD TRADE TEXAS, INC..

Plan sponsor

Name

HOLD TRADE TEXAS, INC.

EIN

75-2355565

Address

4514 FAIRWAY · DALLAS, TX · 75219

Phone

(972) 896-9791

Industry

Management of Companies / Holdingssee 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

2023-10-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

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