How big is Holistic Health, P.C.'s plan?

Holistic Health, P.C.'s plan reported $569K in assets and 6 participants for 2024.

Original filing (PDF)20250611153531NAL0015896689001

Holistic Health, P.C.

Name: Holistic Health, P.C. — Holistic Health, P.C. 401(k), Form 5500 (2024)
Creator: Holistic Health, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holistic Health, P.C. 401(k) Plan

401(k) retirement plan · Holistic Health, P.C.'s Holistic Health, P.C. 401(k) Plan held $569K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$569K

Net assets (EOY)

$569K

Plan identifiers

Holistic Health, P.C.'s EIN is 26-1449078.

EIN 26-1449078

Plan number 001

Plan year 2024

ACK ID 20250611153531NAL0015896689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holistic Health, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holistic Health, P.C.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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

Helping the score