How big is Holloway Odegard & Kelly, P.C.'s plan?

Holloway Odegard & Kelly, P.C.'s plan reported $3.1M in assets and 10 participants for 2024.

Original filing (PDF)20250617164537NAL0003065440001

Holloway Odegard & Kelly, P.C.

Name: Holloway Odegard & Kelly, P.C. — Holloway Odegard &, Form 5500 (2024)
Creator: Holloway Odegard & Kelly, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holloway Odegard & Kelly, P.C. 401(k) Retirement Plan

401(k) retirement plan · Holloway Odegard & Kelly, P.C.'s Holloway Odegard & Kelly, P.C. 401(k) Retirement Plan held $3.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Holloway Odegard & Kelly, P.C.'s EIN is 86-0683681.

EIN 86-0683681

Plan number 002

Plan year 2024

ACK ID 20250617164537NAL0003065440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Holloway Odegard & Kelly, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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