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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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