How big is Holmes Specialty Co's plan?

Holmes Specialty Co's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250805153301NAL0006111634001

Holmes Specialty Co

Name: Holmes Specialty Co — Holmes Specialty Co 401(k), Form 5500 (2024)
Creator: Holmes Specialty Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holmes Specialty Co 401(k) Plan

401(k) retirement plan · Holmes Specialty Co's Holmes Specialty Co 401(k) Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Sharie Holmes signed Holmes Specialty Co's 2024 Form 5500 as plan administrator.

Sharie Holmes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Holmes Specialty Co's EIN is 77-0436253.

EIN 77-0436253

Plan number 001

Plan year 2024

ACK ID 20250805153301NAL0006111634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holmes Specialty Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holmes Specialty Co'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 HOLMES SPECIALTY CO.

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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