Sponsor portfolio
JAMES HOLMES
EIN 23-2863932financial servicesLatest filing 2025
Plans
1
Retirement
1
$211K assets
Welfare
0
Participants
2
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES HOLMES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $211K | 2 | 2025 |
Retirement plans