How big is Holsten Associates, P.C.'s plan?

Holsten Associates, P.C.'s plan reported $972K in assets and 7 participants for 2024.

Original filing (PDF)20250618132645NAL0003869552001

Holsten Associates, P.C.

Name: Holsten Associates, P.C. — Holsten Associates, P.C., Form 5500 (2024)
Creator: Holsten Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holsten Associates, P.C. 401(k) Plan

401(k) retirement plan · Holsten Associates, P.C.'s Holsten Associates, P.C. 401(k) Plan held $972K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$972K

Net assets (EOY)

$972K

People on this filing

Plan Sponsor signed Holsten Associates, P.C.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Holsten Associates, P.C.'s EIN is 85-4260590.

EIN 85-4260590

Plan number 001

Plan year 2024

ACK ID 20250618132645NAL0003869552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holsten Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holsten Associates, P.C.'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 HOLSTEN ASSOCIATES, P.C..

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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