Jeffrey a Holbert O D a Professional Corporation 401(k) Profit Sharing Plan and Trust
401(k) retirement plan · Jeffrey a Holbert O D a Professional Corporation's Jeffrey a Holbert O D a Professional Corporation 401(k) Profit Sharing Plan and Trust held $2.9M in plan assets for 15 participants in 2025.
Active participants
15
Accounts w/ balance
10
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
58
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY A HOLBERT O D A PROFESSIONAL CORPORATION.
