How big is Holthouse Carlin & Van Trigt LLP's plan?

Holthouse Carlin & Van Trigt LLP's plan reported $11K in assets for 2024.

Original filing (PDF)20250716121258NAL0002388339001

Holthouse Carlin & Van Trigt LLP

Name: Holthouse Carlin & Van Trigt LLP — Holthouse Carlin, Form 5500 (2024)
Creator: Holthouse Carlin & Van Trigt LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holthouse Carlin & Van Trigt LLP Cash Balance Retirement Plan II

Defined-benefit pension plan · Holthouse Carlin & Van Trigt LLP's Holthouse Carlin & Van Trigt LLP Cash Balance Retirement Plan II reported $11K in plan assets in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

James Heinz signed Holthouse Carlin & Van Trigt LLP's 2024 Form 5500 as plan administrator.

James Heinz — 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

Holthouse Carlin & Van Trigt LLP's EIN is 95-4345526.

EIN 95-4345526

Plan number 005

Plan year 2024

ACK ID 20250716121258NAL0002388339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holthouse Carlin & Van Trigt LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holthouse Carlin & Van Trigt LLP's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLTHOUSE CARLIN & VAN TRIGT LLP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off