How big is Holtey Financial's plan?

Holtey Financial's plan reported $24K in assets and 3 participants for 2025.

Original filing (PDF)20260506220054NAL0002991680013

Holtey Financial

Name: Holtey Financial — Holtey Financial 401(k) Plan, Form 5500 (2025)
Creator: Holtey Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holtey Financial 401(k) Plan

401(k) retirement plan · Holtey Financial's Holtey Financial 401(k) Plan held $24K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan identifiers

Holtey Financial's EIN is 99-3321779.

EIN 99-3321779

Plan number 001

Plan year 2025

ACK ID 20260506220054NAL0002991680013

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Holtey Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Holtey Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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