How big is HOLT and Patterson LLC's plan?

HOLT and Patterson LLC's plan reported $5.4M in assets and 24 participants for 2024.

Original filing (PDF)20250908095726NAL0019200817001

HOLT and Patterson LLC

Name: HOLT and Patterson LLC — HOLT and Patterson LLC, Form 5500 (2024)
Creator: HOLT and Patterson LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOLT and Patterson LLC Retirement Savings Plan

401(k) retirement plan · HOLT and Patterson LLC's HOLT and Patterson LLC Retirement Savings Plan held $5.4M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

HOLT and Patterson LLC's EIN is 84-1684254.

EIN 84-1684254

Plan number 001

Plan year 2024

ACK ID 20250908095726NAL0019200817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HOLT and Patterson 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 HOLT AND PATTERSON 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