How big is Hepworth Holzer, LLC's plan?

Hepworth Holzer, LLC's plan reported $9.6M in assets and 10 participants for 2024.

Original filing (PDF)20250408160215NAL0010115587001

Hepworth Holzer, LLC

Name: Hepworth Holzer, LLC — Hepworth Holzer, LLP 401(k), Form 5500 (2024)
Creator: Hepworth Holzer, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hepworth Holzer, LLP 401(k) Plan

401(k) retirement plan · Hepworth Holzer, LLC's Hepworth Holzer, LLP 401(k) Plan held $9.6M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

People on this filing

Kurt Holzer signed Hepworth Holzer, LLC's 2024 Form 5500 as plan administrator.

Kurt Holzer — 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

Hepworth Holzer, LLC's EIN is 82-1941282.

EIN 82-1941282

Plan number 001

Plan year 2024

ACK ID 20250408160215NAL0010115587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hepworth Holzer, 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 HEPWORTH HOLZER, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

HEPWORTH HOLZER, LLC

EIN

all filings

Address

537 W BANNOCK ST. #200 · BOISE, ID · 83702

Phone

(208) 343-7520

Industry

Law Offices· Professional & Technical Services

Plan administrator