Original filing (PDF)20250708142205NAL0002742051001

HOULDSWORTH RUSSO & CO.

Name: HOULDSWORTH RUSSO & CO. — HOULDSWORTH RUSSO & CO. 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HOULDSWORTH RUSSO & CO.

Form 5500-SF

FILING_RECEIVED

HOULDSWORTH RUSSO & CO. 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOULDSWORTH RUSSO & CO..

Plan sponsor

Name

HOULDSWORTH RUSSO & CO.

EIN

88-0374623

Address

6001 S DECATUR BLVD SUITE P · LAS VEGAS, NV · 89118

Phone

(702) 269-9992

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

NAFFAH & COMPANY, LLC

NAFFAH & COMPANY, LLC 401(K) PLAN

$8.9M · 11 participants

D.M. VICKERS & ASSOCIATES, P.C.

D.M. VICKERS & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

$8.9M · 13 participants

JONES & KIRKPATRICK, P.C.

JONES & KIRKPATRICK PC 401(K) PROFIT SHARING PLAN & TRUST

$8.9M · 10 participants

CLARK, SCHAEFER, HACKETT & CO.

CLARK, SCHAEFER, HACKETT & CO. DEFINED BENEFIT PENSION PLAN

$8.9M · 73 participants

BAUM, SMITH & CLEMENS, LLP

BAUM, SMITH & CLEMENS, LLP 401(K) PROFIT SHARING PLAN