How big is Holistic Life Foundation, LLC's plan?

Holistic Life Foundation, LLC's plan reported $28K in assets and 39 participants for 2024.

Original filing (PDF)20250918131914NAL0003263794001

Holistic Life Foundation, LLC

Name: Holistic Life Foundation, LLC — Holistic Life, Form 5500 (2024)
Creator: Holistic Life Foundation, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holistic Life Foundation 403(b) Retirement Plan

403(b) retirement plan · Holistic Life Foundation, LLC's Holistic Life Foundation 403(b) Retirement Plan held $28K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Andres Gonzalez signed Holistic Life Foundation, LLC's 2024 Form 5500 as plan administrator.

Andres Gonzalez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Holistic Life Foundation, LLC's EIN is 03-0375889.

EIN 03-0375889

Plan number 001

Plan year 2024

ACK ID 20250918131914NAL0003263794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holistic Life Foundation, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holistic Life Foundation, LLC's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLISTIC LIFE FOUNDATION, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off