Holman Frenia Allison, P.C.

Employee Benefit Plan Auditor

Medford, NJ

About Holman Frenia Allison, P.C.

<p>Founded in 1996, Holman Frenia Allison, P.C. (HFA) is a CPA firm that provides audit, tax, and advisory services from its Medford office in South Jersey, serving the Greater Philadelphia and Central New Jersey area.</p> <p>HFA handles audit work for businesses and organizations and also runs internal control and operational reviews, including projects for family offices. These reviews focus on how financial processes work day to day and where controls can be tightened to support compliance.</p> <p>The firm has two locations in New Jersey and works with a range of clients across different financial needs. For retirement plan sponsors looking for support from <a href="/auditors/401k">401(k) auditors</a>, HFA’s audit background pairs well with its broader accounting and advisory services.</p> <p>Lauren M. Holman is listed as a contact. Phone: 732-797-1333. Website: <a href="https://www.hfacpas.com/our-firm">https://www.hfacpas.com/our-firm</a>.</p> <ul> <li>Audit services</li> <li>Tax services</li> <li>Advisory services</li> <li>Internal control reviews</li> <li>Operational reviews for family offices</li> </ul>

Website: https://www.hfacpas.com/our-firm

Founded: 1996

Office Locations

  • Medford, NJ

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 23
  • Total AUM Audited: $462.2M
  • 401(k): 23 plans, $462.2M AUM

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
TAX DEFERRED ANNUITY PLAN OF VISITING NURSE VNA HEALTH GROUP, INC., NJ $72M 2,266
DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. VNA HEALTH GROUP, INC., NJ $69M 1,530
VALTIR 401(K) PLAN VALTIR, LLC, TX $68M 638
LOCALITY LLC 401K PLAN LOCALITY LLC, NY $40M 273
GLOBALIZATION PARTNERS 401K PLAN GLOBALIZATION PARTNERS, MA $37M 590
401(k) Retirement Plan Healthcare Sponsor, NJ $34M 158
401(k) Retirement Plan Manufacturing Sponsor, NJ $27M 118
401(k) Retirement Plan Professional Services Sponsor, CA $25M 300
401(k) Retirement Plan Technology Sponsor, NJ $24M 206

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