Original filing (PDF)20250802143525NAL0011264160001

E.H. HOLZMAN

Name: E.H. HOLZMAN — HOLMAN & DAW, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: E.H. HOLZMAN

Form 5500-SF

FILING_RECEIVED

HOLMAN & DAW, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 E.H. HOLZMAN.

Plan sponsor

Name

E.H. HOLZMAN

DBA

HOLZMAN & DAW, INC.

EIN

94-2196802

Address

PO BOX 1230 · WATSONVILLE, CA · 950771230

Phone

(831) 728-7400

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-08-02

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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