Original filing (PDF)20250414140615NAL0001776385001

HOLT & ROCKWOOD PLLC

Name: HOLT & ROCKWOOD PLLC — HOLT & ROCKWOOD PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HOLT & ROCKWOOD PLLC

Form 5500-SF

FILING_RECEIVED

HOLT & ROCKWOOD PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLT & ROCKWOOD PLLC.

Plan sponsor

Name

HOLT & ROCKWOOD PLLC

EIN

84-2833752

Address

27016 MAPLE VALLEY BLACK DIAMOND RD · MAPLE VALLEY, WA · 980388319

Phone

(425) 413-8525

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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