Sponsor portfolio
HOLMES FINANCIAL GROUP, INC.
EIN 26-0027862financial servicesLatest filing 2024
Plans
1
Retirement
1
$513K assets
Welfare
0
Participants
2
1606 MAPLE STREET - CARROLLTON, GA 30117770-832-6837holmesfinancialgroup.comLinkedIn11-50 employeesfinancial services
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 | HOLMES FINANCIAL GROUP, INC. RETIREMENT PLAN | 401k | $513K | 2 | 2024 |
Retirement plans