How big is Holly Pedersen's plan?

Holly Pedersen's plan reported $354K in assets and 1 participants for 2024.

Original filing (PDF)20250405211313NAL0027059618001

Holly Pedersen

Name: Holly Pedersen — Holly Pedersen MFT, Form 5500 (2024)
Creator: Holly Pedersen
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holly Pedersen MFT

Defined-contribution retirement plan · Holly Pedersen's Holly Pedersen MFT held $354K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

People on this filing

Holly Pedersen signed Holly Pedersen's 2024 Form 5500 as plan administrator.

Holly Pedersen — 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

Holly Pedersen's EIN is 81-3900033.

EIN 81-3900033

Plan number 001

Plan year 2024

ACK ID 20250405211313NAL0027059618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

HOLLY PEDERSEN

DBA

HOLLY PEDERSEN MFT

EIN

all filings

Address

617 VETERANS BLVD STE 204 · REDWOOD CITY, CA · 940631419

Phone

(650) 364-4400

Industry

Health Care & Social Assistance

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

2025-04-05

Pension benefit codes

3B · Covers self-employed individuals

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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