How big is The HOLT Group, LLC's plan?

The HOLT Group, LLC's plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20250603074805NAL0028150962001

The HOLT Group, LLC

Name: The HOLT Group, LLC — HOLT Group, LLC 401(k) Plan, Form 5500 (2024)
Creator: The HOLT Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOLT Group, LLC 401(k) Plan

401(k) retirement plan · The HOLT Group, LLC's HOLT Group, LLC 401(k) Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

KIM Sparrow signed The HOLT Group, LLC's 2024 Form 5500 as plan administrator.

KIM Sparrow — 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

The HOLT Group, LLC's EIN is 83-0367730.

EIN 83-0367730

Plan number 002

Plan year 2024

ACK ID 20250603074805NAL0028150962001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The HOLT Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HOLT GROUP, 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

Knocking points off