· 2022–2024 · DOL EFAST2

HOLTZ FOREST AND SHADE TREE, LLC — HOLTZ FOREST AND SHADE TREE, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250709062535NAL0004516673001

HOLTZ FOREST AND SHADE TREE, LLC

Form 5500-SF

FILING_RECEIVED

HOLTZ FOREST AND SHADE TREE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

4

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

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

49

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HOLTZ FOREST AND SHADE TREE, LLC

EIN

82-3806205all filings

Address

5499 HOLTZ RD. · FARMINGTON, NY · 14425

Phone

(585) 281-8535

Industry

Professional & Technical Servicessee 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

2025-07-09

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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