Original filing (PDF)20250908095726NAL0019200817001

HOLT AND PATTERSON LLC

Name: HOLT AND PATTERSON LLC — HOLT AND PATTERSON LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: HOLT AND PATTERSON LLC

Form 5500-SF

FILING_RECEIVED

HOLT AND PATTERSON LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLT AND PATTERSON LLC.

Plan sponsor

Name

HOLT AND PATTERSON LLC

EIN

84-1684254

Address

260 CHESTERFIELD INDUSTRIAL BLVD · CHESTERFIELD, MO · 630051201

Phone

(636) 530-1040

Industry

CPA Offices· 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

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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