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Sponsor portfolio

HOLMES & TURNER, P.C.

EIN 81-0347988-accounting-Latest filing 2025
Plans
1
Retirement
1
$4.6M assets
Welfare
0
Participants
10
1283 N 14TH AVENUE SUITE 201 - BOZEMAN, MT 59715406-587-4265holmesandturner.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filing
#001ProfitSharing-$4.6M - 10 part

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Retirement#001

HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUST

ProfitSharing

Assets$4.6M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLMES & TURNER EMPLOYEE PROFIT SHARING TRUSTProfitSharing$4.6M102025
Retirement plans
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