Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LISTER, HOLT & DENNIS, LLC
EIN 47-0939370law practiceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
47
102 SOUTH MAIN STREET - JONESBORO, GA 30236770-471-9000listerandholt.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 47 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#001
LISTER, HOLT & DENNIS, LLC 401(K) PLAN
401k
Assets$2.1M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LISTER, HOLT & DENNIS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$386K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LISTER, HOLT & DENNIS, LLC 401(K) PLAN | 401k | $2.1M | 33 | 2025 | |
| 003 | LISTER, HOLT & DENNIS, LLC CASH BALANCE PENSION PLAN | CashBalance | $386K | 14 | 2024 |
Retirement plans