How big is POHL & Holmes, Inc.'s plan?

POHL & Holmes, Inc.'s plan reported $219K in assets and 37 participants for 2025.

Original filing (PDF)20260504220648NAL0000329553091

POHL & Holmes, Inc.

Name: POHL & Holmes, Inc. — POHL & Holmes, Inc. 401(k), Form 5500 (2025)
Creator: POHL & Holmes, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

POHL & Holmes, Inc. 401(k) Plan

401(k) retirement plan · POHL & Holmes, Inc.'s POHL & Holmes, Inc. 401(k) Plan held $219K in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$219K

Net assets (EOY)

$219K

Plan identifiers

POHL & Holmes, Inc.'s EIN is 77-0561806.

EIN 77-0561806

Plan number 001

Plan year 2025

ACK ID 20260504220648NAL0000329553091

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for POHL & Holmes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

POHL & Holmes, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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