Edward Rojas signed Wholistic Management Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wholistic Management Inc.'s EIN is 33-0994409.
Download the official 2024 Form 5500 (PDF) for Wholistic Management Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wholistic Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL ADVISORS CORPORAT | 35-1151034 | FT WAYNE, IN | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.8M | 100.0% |
| LINCOLN DOUGLAS INVESTMENTS LLC |
| 35-1151034 |
| MT VERNON, OH |
| ADVISOR |
| $7K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | ALTAMONTE SPRINGS, FL | CONTRACT ADMINISTRATOR | $14K | — |
