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HOLMES AND ASSOCIATES FINANCIAL SERVICES, LLC

EIN 01-0561546-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
3
20 COURTHOUSE SQUARE, SUITE 217 - ROCKVILLE, MD 20850301-998-6108holmesfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.8M - 3 part

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Retirement#001

HOLMES FINANCIAL 401(K) PLAN

401k

Assets$1.8M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLMES FINANCIAL 401(K) PLAN401k$1.8M32025
Retirement plans
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