How big is Wholistic Botanicals LLC's plan?

Wholistic Botanicals LLC's plan reported $1.0M in assets and 18 participants for 2024.

Original filing (PDF)20250603154143NAL0007727923001

Wholistic Botanicals LLC

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

Form 5500-SF

FILING_RECEIVED

Wholistic Botanicals LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wholistic Botanicals LLC's Wholistic Botanicals LLC 401(k) Profit Sharing Plan held $1.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Carmen Steiner signed Wholistic Botanicals LLC's 2024 Form 5500 as plan administrator.

Carmen Steiner — 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

Wholistic Botanicals LLC's EIN is 75-3160350.

EIN 75-3160350

Plan number 001

Plan year 2024

ACK ID 20250603154143NAL0007727923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wholistic Botanicals LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wholistic Botanicals LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHOLISTIC BOTANICALS 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