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HOLISTIC LIFE FOUNDATION, LLC — HOLISTIC LIFE FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250918131914NAL0003263794001
HOLISTIC LIFE FOUNDATION, LLC
Form 5500-SF
FILING_RECEIVED
HOLISTIC LIFE FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
39
Accounts w/ balance
4
Plan assets (EOY)
$28K
Net assets (EOY)
$28K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOLISTIC LIFE FOUNDATION, LLC
.
Find decision makers
Plan sponsor
Name
HOLISTIC LIFE FOUNDATION, LLC
EIN
03-0375889
Address
1014 W 36TH ST STE 403 · BALTIMORE, MD · 21211
Phone
(443) 890-9555
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 10% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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