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Original filing (PDF)20251008124539NAL0009429312001
HOLISTIC INDUSTRIES INC.
Form 5500
FILING_RECEIVED
HOLISTIC INDUSTRIES 401(K) PLAN
401(k) retirement plan
Signals · 2
~130 bps in Sched C feesNo recordkeeper disclosed
Active participants
695
Accounts w/ balance
835
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 130 bps in Schedule C fees — 151% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLISTIC INDUSTRIES INC..
Plan sponsor
Name
HOLISTIC INDUSTRIES INC.
EIN
83-3070502
Address
1900 WEST PARK DR · SUITE 280 · WESTBOROUGH, MA · 01581
Phone
(224) 627-2624
Industry
Health Care & Social Assistancesee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MH CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | SALT LAKE CITY, UT | CONTRACT ADMINISTRATOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | SALT LAKE CITY, UT | TERMINATION DISTRIBUTION | $17K | — |
Investments
30 direct securities· $2.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Party Involved and Description of Current Interest Investment Cost Value Mutual Funds, at Fair Value Fidelity International Index | — | — | — | $345K | 12.5% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $292K | 10.6% | |
| Columbia Dividend Income Inst3 | — | — | — | $226K | 8.2% | |
| MFS Mid Cap Growth R6 | — | — | — | $156K | 5.7% | |
| Allspring Special Mid Cap Value Fund R6 | — | — | — | $150K | 5.5% | |
| Vanguard Information Technology Idx Adm | — | — | — | $147K | 5.3% | |
| Undiscovered Managers Behavioral Val R6 | — | — | — | $138K | 5.0% | |
| Lord Abbett Short Duration Income R6 | — | — | — | $126K | 4.6% | |
| PIMCO Income Instl | — | — | — | $115K | 4.2% | |
| Fidelity Advisor Small Cap Growth Z | — | — | — | $103K | 3.8% | |
| Federated Hermes Govt Obl Select | — | — | — | $95K | 3.4% | |
| Fidelity Advisor Health Care Z | — | — | — | $94K | 3.4% | |
| DFA Emerging Markets I | — | — | — | $83K | 3.0% | |
| Vanguard Growth Index Admiral | — | — | — | $81K | 2.9% | |
| Schwab S&P 500 Index | — | — | — | $80K | 2.9% | |
| Dodge & Cox Income I | — | — | — | $73K | 2.6% | |
| BlackRock High Yield Bond K | — | — | — | $72K | 2.6% | |
| Columbia Strategic Income Inst2 | — | — | — | $64K | 2.3% | |
| Western Asset Core Bond IS | — | — | — | $59K | 2.1% | |
| Notes Receivable from Participants * Interest Rate 9.00 to 9.50 Percent - 0 - | — | — | — | $54K | 1.9% | |
| Eaton Vance Short Duration Gov Inc I | — | — | — | $53K | 1.9% | |
| Vanguard Real Estate Index Admiral | — | — | — | $43K | 1.6% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $33K | 1.2% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $23K | 0.8% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $22K | 0.8% | |
| Vanguard Value Index Adm | — | — | — | $14K | 0.5% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $9K | 0.3% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $3K | 0.1% | |
| Money Market Funds, at Fair Value Invesco Government MMKT A | — | — | — | $1K | <0.1% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $1K | <0.1% |
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