How big is Holden Richardson, LLC's plan?

Holden Richardson, LLC's plan reported $1.7M in assets and 9 participants for 2025.

Original filing (PDF)20260518121202NAL0000116320001

Holden Richardson, LLC

Name: Holden Richardson, LLC — Holden Richardson, LLC, Form 5500 (2025)
Creator: Holden Richardson, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holden Richardson, LLC 401(k) Plan

401(k) retirement plan · Holden Richardson, LLC's Holden Richardson, LLC 401(k) Plan held $1.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Becky Holden signed Holden Richardson, LLC's 2025 Form 5500 as plan administrator.

Becky Holden — 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

Holden Richardson, LLC's EIN is 81-3514607.

EIN 81-3514607

Plan number 001

Plan year 2025

ACK ID 20260518121202NAL0000116320001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Holden Richardson, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Holden Richardson, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLDEN RICHARDSON, LLC.

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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