· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOLISTIC FINANCIAL PARTNERS, LLC — HOLISTIC FINANCIAL PARTNERS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723110441NAL0005223984001
HOLISTIC FINANCIAL PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
HOLISTIC FINANCIAL PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
HOLISTIC FINANCIAL PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
HOLISTIC FINANCIAL PARTNERS, LLC
EIN
47-4167180
Address
9959 CROSSPOINT BLVD · INDIANAPOLIS, IN · 46256
Phone
(317) 550-3404
Industry
Finance & Insurance
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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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 Finance & Insurance plans
SYMPHONY FINANCIAL SERVICES, INC.
SYMPHONY FINANCIAL SERVICES 401(K) PLAN
$1.2M · 13 participants
EMERALD COAST FINANCIAL PLANNING
EMERALD COAST FINANCIAL PLANNING 401(K) PLAN
$1.2M · 4 participants
STEPHEN M. SCHAD
STEPHEN M. SCHAD 401(K) P/S PLAN
$1.2M · 2 participants
FORBES FINANCIAL PLANNING, INC.
FFP 401(K) PLAN
$1.2M · 4 participants
FRANKLIN WEALTH MANAGEMENT, LLC
FRANKLIN WEALTH MANAGEMENT, LLC 401(K) PLAN
$1.2M · 7 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.
COLLINS OPERATING LLC
COLLINS OPERATING 401(K) PLAN
$1.2M · 24 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
