Back to filter
Original filing (PDF)20251015155636NAL0002590419001
WHOLISTIC MANAGEMENT INC
Form 5500
FILING_RECEIVED
WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
~98 bps in Sched C fees
Active participants
242
Accounts w/ balance
178
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
65
Vendor stack
100
Participation health
100
Knocking points off
- 98 bps in Schedule C fees — 89% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHOLISTIC MANAGEMENT INC.
Plan sponsor
Name
WHOLISTIC MANAGEMENT INC
EIN
33-0994409
Address
2209 VARNUM ST · MOUNT RAINIER, MD · 207121457
Phone
(202) 347-5334
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENAN & SCOTT, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL ADVISORS CORPORAT | 35-1151034 | FT WAYNE, IN | ADVISOR | $18K | — |
| LINCOLN DOUGLAS INVESTMENTS LLC | 35-1151034 | MT VERNON, OH | ADVISOR | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K GENERATION | 26-4477125 | ALTAMONTE SPRINGS, FL | CONTRACT ADMINISTRATOR | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.