Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOLTON & MAYBERRY, P.C.
EIN 26-2836142law practiceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
15
3801 BEDFORD AVENUE, SUITE 200 - NASHVILLE, TN 37215615-823-7641hm-tax.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HOLTON & MAYBERRY, P. C. 401(K) PROFIT SHARING PLAN
401k
Assets$5.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HOLTON & MAYBERRY, P.C. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$24K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOLTON & MAYBERRY, P. C. 401(K) PROFIT SHARING PLAN | 401k | $5.9M | 11 | 2025 | |
| 003 | HOLTON & MAYBERRY, P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $24K | 4 | 2024 |
Retirement plans