How big is Boles Holmes White LLC's plan?

Boles Holmes White LLC's plan reported $8.3M in assets and 8 participants for 2024.

Original filing (PDF)20251013091610NAL0000432707001

Boles Holmes White LLC

Name: Boles Holmes White LLC — Legal Retirement 401(k), Form 5500 (2024)
Creator: Boles Holmes White LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legal Retirement 401(k) Plan

401(k) retirement plan · Boles Holmes White LLC's Legal Retirement 401(k) Plan held $8.3M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Mitchel Boles signed Boles Holmes White LLC's 2024 Form 5500 as plan administrator.

Mitchel Boles — 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

Boles Holmes White LLC's EIN is 83-2450403.

EIN 83-2450403

Plan number 001

Plan year 2024

ACK ID 20251013091610NAL0000432707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Boles Holmes White LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOLES HOLMES WHITE 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