How big is Holtery, LLC's plan?

Holtery, LLC's plan reported $320K in assets and 7 participants for 2024.

Original filing (PDF)20250509111118NAL0008651363001

Holtery, LLC

Name: Holtery, LLC — Holtery, LLC 401(k) Retirement Plan, Form 5500 (2024)
Creator: Holtery, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holtery, LLC 401(k) Retirement Plan

401(k) retirement plan · Holtery, LLC's Holtery, LLC 401(k) Retirement Plan held $320K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$320K

Net assets (EOY)

$320K

Plan identifiers

Holtery, LLC's EIN is 85-3296644.

EIN 85-3296644

Plan number 001

Plan year 2024

ACK ID 20250509111118NAL0008651363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Holtery, LLC's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLTERY, 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