Assets by plan
Share of aggregate retirement assets
Filings through .
Holton & Mayberry, P.C.
EIN 26-2836142law practiceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HOLTON & MAYBERRY, P. C. 401(K) PROFIT SHARING PLAN
401(k)
Assets$5.9M
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HOLTON & MAYBERRY, P.C. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$24K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HOLTON & MAYBERRY, P. C. 401(K) PROFIT SHARING PLAN | 401(k) | $5.9M | 11 | 2025 |
| #003 | HOLTON & MAYBERRY, P.C. DEFINED BENEFIT PENSION PLAN | Traditional DB | $24K | 4 | 2024 |
- #002 · 401(k) · 202511
- #003 · Traditional DB · 20244
Retirement plans