How big is Holleran Financial Group, LLC's plan?

Holleran Financial Group, LLC's plan reported $2.7M in assets and 25 participants for 2025.

Original filing (PDF)20260507153819NAL0003095889001

Holleran Financial Group, LLC

Name: Holleran Financial Group, LLC — Holleran Financial, Form 5500 (2025)
Creator: Holleran Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holleran Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Holleran Financial Group, LLC's Holleran Financial Group, LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Theresa Gallo signed Holleran Financial Group, LLC's 2025 Form 5500 as plan administrator.

Theresa Gallo — 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

Holleran Financial Group, LLC's EIN is 84-2867302.

EIN 84-2867302

Plan number 007

Plan year 2025

ACK ID 20260507153819NAL0003095889001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Holleran Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Holleran Financial Group, LLC's plan includes 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 HOLLERAN FINANCIAL GROUP, LLC.

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

HOLLERAN FINANCIAL GROUP, LLC

EIN

all filings

Address

500 CAMPUS DR., SUITE 300 · PO BOX 698 · FLORHAM PARK, NJ · 079320698

Phone

(973) 531-2222

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator