How big is Holterlie, LLC's plan?

Holterlie, LLC's plan reported $783K in assets and 67 participants for 2024.

Original filing (PDF)20251006082819NAL0003364577001

Holterlie, LLC

Name: Holterlie, LLC — Holterlie, LLC Cash Balance Plan, Form 5500 (2024)
Creator: Holterlie, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holterlie, LLC Cash Balance Plan

Defined-benefit pension plan · Holterlie, LLC's Holterlie, LLC Cash Balance Plan held $783K in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$783K

Net assets (EOY)

$783K

People on this filing

MR. Chris Giella signed Holterlie, LLC's 2024 Form 5500 as plan administrator.

MR. Chris Giella — 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

Holterlie, LLC's EIN is 82-1904590.

EIN 82-1904590

Plan number 001

Plan year 2024

ACK ID 20251006082819NAL0003364577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Holterlie, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score