Holistic Wealth Advisors LLC (EIN 99-4965261) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $457K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Holistic Wealth Advisors LLC 401(k) Plan | 001 | 6 | $457K |
99-4965261 is the Employer Identification Number (EIN) Holistic Wealth Advisors LLC 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 New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
