How big is Holistic Wellness Solutions' plan?

Holistic Wellness Solutions' plan reported $110K in assets and 7 participants for 2025.

Original filing (PDF)20260507063157NAL0003051392062

Holistic Wellness Solutions

Name: Holistic Wellness Solutions — Holistic Wellness, Form 5500 (2025)
Creator: Holistic Wellness Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holistic Wellness Solutions 401(k) Plan

401(k) retirement plan · Holistic Wellness Solutions' Holistic Wellness Solutions 401(k) Plan held $110K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

Plan identifiers

Holistic Wellness Solutions' EIN is 81-3970941.

EIN 81-3970941

Plan number 001

Plan year 2025

ACK ID 20260507063157NAL0003051392062

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Holistic Wellness Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Holistic Wellness Solutions' 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 SOLUTIONS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

HOLISTIC WELLNESS SOLUTIONS

EIN

all filings

Address

4770 INDIANOLA AVE · STE 107 · COLUMBUS, OH · 43214

Phone

(614) 371-2303

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator