· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WHOLISTIC HEALTH SUITES — WHOLISTIC HEALTH SUITES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006113002NAL0005955952001
WHOLISTIC HEALTH SUITES
Form 5500-SF
FILING_RECEIVED
WHOLISTIC HEALTH SUITES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
4
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WHOLISTIC HEALTH SUITES
.
Find decision makers
Plan sponsor
Name
WHOLISTIC HEALTH SUITES
EIN
47-0913006
Address
8415 GREEN ISLAND CIR · LONE TREE, CO · 801243143
Phone
(303) 470-1995
Industry
Health Care & Social Assistance
see 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ASSOCIATED ANESTHESIOLOGISTS OF THE FINGER LAKES , LLP
ASSOCIATED ANESTHESIOLOGISTS OF THE FINGER LAKES, LLP EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST
$2.1M · 6 participants
CVISO MANAGEMENT COMPANY LLC
CARDIOVASCULAR INSTITUTE OF SOUTHERN OREGON LLC 401(K) PLAN
$2.1M · 15 participants
COMBINED CARE MANAGEMENT, LLC
FIGURE WEIGHT LOSS 401(K) PROFIT SHARING PLAN
$2.1M · 59 participants
JEFFREY MARCUS, M.D., MPH, P.A.
DR. MARCUS CASH BALANCE PLAN
$2.1M · 5 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IDEA CONSULTANTS, INC.
IDEA CONSULTANTS, INC. DBA IDEA ARCHITECTS 401(K) PLAN
$2.1M · 8 participants
JG EARLY INTERVENTION SPECIALISTS INC.
JG EARLY INTERVENTION SPECIALISTS INC. 401(K) PLAN
$2.1M · 78 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
