How big is Holmes & Company, LLC's plan?

Holmes & Company, LLC's plan reported $855K in assets and 36 participants for 2025.

Original filing (PDF)20260224130203NAL0002064609001

Holmes & Company, LLC

Name: Holmes & Company, LLC — Holmes & Company 401(k) Plan, Form 5500 (2025)
Creator: Holmes & Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holmes & Company 401(k) Plan

401(k) retirement plan · Holmes & Company, LLC's Holmes & Company 401(k) Plan held $855K in plan assets for 36 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$855K

Net assets (EOY)

$854K

Plan identifiers

Holmes & Company, LLC's EIN is 84-4528098.

EIN 84-4528098

Plan number 002

Plan year 2025

ACK ID 20260224130203NAL0002064609001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Holmes & Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Holmes & Company, LLC'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, 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

Knocking points off