What public Form 5500 filings show about the Holistic Wealth Advisors LLC 401(k) plan — and how to find and check your own account.
Holistic Wealth Advisors LLC (EIN 99-4965261) reports HOLISTIC WEALTH ADVISORS LLC 401K PLAN on its most recent Form 5500, with $457K 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 Holistic Wealth Advisors LLC filing — schedules, fees, and providers.
Holistic Wealth Advisors LLC’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 Holistic Wealth Advisors LLCHR for the recordkeeper’s name and login.
