What public Form 5500 filings show about the Clifford Wealth Management DBA Holistic Wealth Advisors 401(k) plan — and how to find and check your own account.
Clifford Wealth Management DBA Holistic Wealth Advisors (EIN 26-2863220) reports CLIFFORD WEALTH MANAGEMENT 401K PLAN on its most recent Form 5500, with $316K in plan assets across 6 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Clifford Wealth Management DBA Holistic Wealth Advisors filing — schedules, fees, and providers.
Clifford Wealth Management DBA Holistic Wealth Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Clifford Wealth Management DBA Holistic Wealth AdvisorsHR for the recordkeeper’s name and login.
