How big is Ortman & Holcomb, LLC's plan?

Ortman & Holcomb, LLC's plan reported $5.6M in assets and 10 participants for 2024.

Original filing (PDF)20251113140534NAL0001112851001

Ortman & Holcomb, LLC

Name: Ortman & Holcomb, LLC — Ortman & Holcomb Retirement, Form 5500 (2024)
Creator: Ortman & Holcomb, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortman & Holcomb Retirement Plan & Trust

401(k) retirement plan · Ortman & Holcomb, LLC's Ortman & Holcomb Retirement Plan & Trust held $5.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Ortman & Holcomb, LLC's EIN is 99-0834390.

EIN 99-0834390

Plan number 001

Plan year 2024

ACK ID 20251113140534NAL0001112851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortman & Holcomb, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortman & Holcomb, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTMAN & HOLCOMB, LLC.

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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