How big is Holistic Financial Partners, LLC's plan?

Holistic Financial Partners, LLC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250723110441NAL0005223984001

Holistic Financial Partners, LLC

Name: Holistic Financial Partners, LLC — Holistic Financia, Form 5500 (2024)
Creator: Holistic Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holistic Financial Partners, LLC 401(k) Plan

401(k) retirement plan · Holistic Financial Partners, LLC's Holistic Financial Partners, LLC 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jason Llewellyn signed Holistic Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Jason Llewellyn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Holistic Financial Partners, LLC's EIN is 47-4167180.

EIN 47-4167180

Plan number 001

Plan year 2024

ACK ID 20250723110441NAL0005223984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holistic Financial Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holistic Financial Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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