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HOLMES FAMILY EDUCATION AND TRAINING FOUNDATION — HOLMES FAMILY EDUCATION AND TRAINING FOUNDATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250711122321NAL0007348913001
HOLMES FAMILY EDUCATION AND TRAINING FOUNDATION
Form 5500-SF
FILING_RECEIVED
HOLMES FAMILY EDUCATION AND TRAINING FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
HOLMES FAMILY EDUCATION AND TRAINING FOUNDATION
.
Find decision makers
Plan sponsor
Name
HOLMES FAMILY EDUCATION AND TRAINING FOUNDATION
EIN
81-3084371
Address
915 N. 10TH ST. STE. #14 · TAFT, CA · 93268
Phone
(661) 763-1537
Industry
Other Services (ex. Public Admin)
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
2025-07-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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PAUL M. ANGELL FAMILY FOUNDATION
PAUL M. ANGELL FAMILY FOUNDATION 403(B) PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 15 participants
UPPER VALLEY LAND TRUST
UPPER VALLEY LAND TRUST 401(K) PLAN
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EQUITY INDEX FUND
$215.1B
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EQUITY INDEX FUND E
$190.9B
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EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
