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 399 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Wholistic Management Inc. 401(k) Profit Sharing Plan & Trust | 001 | 242 | $5.8M |
| Wholistic Management Inc. WRAP Benefit Plan | 501 | 157 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
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?
