How big is Holmes & Company PC's plan?

Holmes & Company PC's plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250603162304NAL0029874562001

Holmes & Company PC

Name: Holmes & Company PC — Holmes & Company PC 401(k), Form 5500 (2024)
Creator: Holmes & Company PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holmes & Company PC 401(k) Plan

401(k) retirement plan · Holmes & Company PC's Holmes & Company PC 401(k) Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Laura Holmes signed Holmes & Company PC's 2024 Form 5500 as plan administrator.

Laura Holmes — 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

Holmes & Company PC's EIN is 83-2960034.

EIN 83-2960034

Plan number 001

Plan year 2024

ACK ID 20250603162304NAL0029874562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holmes & Company PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holmes & Company PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

HOLMES & COMPANY PC

EIN

all filings

Address

7128 SW GONZAGA ST · STE 100 · PORTLAND, OR · 97223

Phone

(503) 270-5400

Industry

CPA Offices· Professional & Technical Services

Plan administrator