How big is Whole SOL Group Holdings LLC's plan?

Whole SOL Group Holdings LLC's plan reported $167 in assets and 130 participants for 2025.

Original filing (PDF)20260424220954NAL0006177201100

Whole SOL Group Holdings LLC

Name: Whole SOL Group Holdings LLC — Whole SOL Group, Form 5500 (2025)
Creator: Whole SOL Group Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whole SOL Group Holdings LLC 401(k) Plan

401(k) retirement plan · Whole SOL Group Holdings LLC's Whole SOL Group Holdings LLC 401(k) Plan held $167 in plan assets for 130 participants in 2025.

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

Plan assets (EOY)

$167

Net assets (EOY)

$167

Plan identifiers

Whole SOL Group Holdings LLC's EIN is 82-2785156.

EIN 82-2785156

Plan number 001

Plan year 2025

ACK ID 20260424220954NAL0006177201100

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whole SOL Group Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Whole SOL Group Holdings 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 WHOLE SOL GROUP HOLDINGS LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score