The Holeman Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Holeman Group, INC.
  • Sponsor EIN: 208687282
  • Sponsor Address: 375 MUNICIPAL DR, SUITE 126, RICHARDSON, TX, 75080
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $277,630

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$277,630$0$0
20234$627,511$0$0
20223$131,036$0$0

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