Form 5500 Search

Wholistic Management Inc.

EIN 33-0994409MOUNT RAINIER, MD

Wholistic Management Inc. (EIN 33-0994409) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $5.8M in plan assets and 401 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
2
Participants
401
Total assets
$5.8M
A Wholistic Management Inc. employee? See the Wholistic Management Inc. 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 33-0994409

Form 5500 search →
PlanPlan #ParticipantsAssets
Wholistic Management Inc. 401(k) Profit Sharing Plan & Trust001242$5.8M
Wholistic Management Inc. WRAP Benefit Plan501159$0

Service providers reported by Wholistic Management Inc.

PAYCHEXLINCOLN DOUGLAS INVESTMENTSLINCOLN FINANCIAL ADVISORS CORPORAT401K GENERATION

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

33-0994409 is the Employer Identification Number (EIN) Wholistic Management Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Maryland EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?