WHOLISTIC MANAGEMENT INC 401(k) Plan
What public Form 5500 filings show about the WHOLISTIC MANAGEMENT INC 401(k) plan — and how to find and check your own account.
The WHOLISTIC MANAGEMENT INC 401(k) on its latest Form 5500
WHOLISTIC MANAGEMENT INC (EIN 33-0994409) reports WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $5.8M in plan assets across 242 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 WHOLISTIC MANAGEMENT INC filing — schedules, fees, and providers.
Who runs the WHOLISTIC MANAGEMENT INC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WHOLISTIC MANAGEMENT INC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LINCOLN DOUGLAS INVESTMENTS, LINCOLN FINANCIAL ADVISORS CORPORAT, 401K GENERATION.
How to check your WHOLISTIC MANAGEMENT INC 401(k)
- Log in to Paychex’s participant portal (the site on your statements).
- Ask WHOLISTIC MANAGEMENT INC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).