How big is Loftin HOLT LLP's plan?

Loftin HOLT LLP's plan reported $1.1M in assets and 17 participants for 2024.

Original filing (PDF)20250702075326NAL0007448643001

Loftin HOLT LLP

Name: Loftin HOLT LLP — Loftin HOLT LLP 401(k) Retirement, Form 5500 (2024)
Creator: Loftin HOLT LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loftin HOLT LLP 401(k) Retirement Plan

401(k) retirement plan · Loftin HOLT LLP's Loftin HOLT LLP 401(k) Retirement Plan held $1.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Loftin HOLT LLP's EIN is 85-1182696.

EIN 85-1182696

Plan number 001

Plan year 2024

ACK ID 20250702075326NAL0007448643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Loftin HOLT LLP'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 LOFTIN HOLT LLP.

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Plan health score

Above-average plan

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