Original filing (PDF)20240503132557NAL0022917072001

CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS

Name: CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS — CLIFFORD WEALTH MANAGEMENT 401K PLAN, Form 5500 (2023)
Creator: CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

CLIFFORD WEALTH MANAGEMENT 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS.

Plan sponsor

Name

CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS

EIN

26-2863220all filings

Address

5 SOUTHSIDE DR. SUITE 204 · CLIFTON PARK, NY · 12065

Phone

(518) 357-3858

Industry

Finance & Insurancesee all

Plan administrator