How big is Holistic Wellness Consultants, LLC's plan?

Holistic Wellness Consultants, LLC's plan reported $38K in assets and 18 participants for 2024.

Original filing (PDF)20250718093752NAL0000682531001

Holistic Wellness Consultants, LLC

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

Form 5500-SF

FILING_RECEIVED

Holistic Wellness Consultants 401(k) Plan

401(k) retirement plan · Holistic Wellness Consultants, LLC's Holistic Wellness Consultants 401(k) Plan held $38K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

Marcus Bowie signed Holistic Wellness Consultants, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Wellness Consultants, LLC's EIN is 47-4713062.

EIN 47-4713062

Plan number 001

Plan year 2024

ACK ID 20250718093752NAL0000682531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Holistic Wellness Consultants, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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