How big is Holistic Industries Inc.'s plan?

Holistic Industries Inc.'s plan reported $2.8M in assets and 695 participants for 2024.

Original filing (PDF)20251008124539NAL0009429312001

Holistic Industries Inc.

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

Form 5500

FILING_RECEIVED

Holistic Industries 401(k) Plan

401(k) retirement plan · Holistic Industries Inc.'s Holistic Industries 401(k) Plan held $2.8M in plan assets for 695 participants in 2024.

Signals · 3

Late participant contributions~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

People on this filing

KIM Kildahl signed Holistic Industries Inc.'s 2024 Form 5500 as plan administrator.

KIM Kildahl — 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 Industries Inc.'s EIN is 83-3070502.

EIN 83-3070502

Plan number 001

Plan year 2024

ACK ID 20251008124539NAL0009429312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holistic Industries Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holistic Industries Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 105K (7% of contributions).
Total administrative cost in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

HOLISTIC INDUSTRIES INC.

EIN

all filings

Address

1900 WEST PARK DR · SUITE 280 · WESTBOROUGH, MA · 01581

Phone

(224) 627-2624

Industry

Health Care & Social Assistance

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

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT LLC	23-3038464	SALT LAKE CITY, UT	CONTRACT ADMINISTRATOR	$19K	—

Other service providers

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)

Mutual Funds

$1.3M

18 holdings

Other securities

$1.1M

9 holdings

Common Collective Trusts

$227K

2 holdings

Common Stocks

$53K

1 holding

					% of plan
Party-in- Identity of Party Involved and Description of Current Interest Investment Cost Value Mutual Funds, at Fair Value Fidelity International Index	Mutual Funds	—	—	$345K	12.5%
JPMorgan Large Cap Growth R6	Other securities	—	—	$292K	10.6%
Columbia Dividend Income Inst3	Other securities	—	—	$226K	8.2%
MFS Mid Cap Growth R6	Mutual Funds	—	—	$156K	5.7%
Allspring Special Mid Cap Value Fund R6	Other securities	—	—	$150K	5.5%
Vanguard Information Technology Idx Adm	Common Collective Trusts	—	—	$147K	5.3%
Undiscovered Managers Behavioral Val R6	Other securities	—	—	$138K	5.0%
Lord Abbett Short Duration Income R6	Mutual Funds	—	—	$126K	4.6%
PIMCO Income Instl	Mutual Funds	—	—	$115K	4.2%
Fidelity Advisor Small Cap Growth Z	Mutual Funds	—	—	$103K	3.8%
Federated Hermes Govt Obl Select	Other securities	—	—	$95K	3.4%
Fidelity Advisor Health Care Z	Mutual Funds	—	—	$94K	3.4%
DFA Emerging Markets I	Mutual Funds	—	—	$83K	3.0%
Vanguard Growth Index Admiral	Mutual Funds	—	—	$81K	2.9%
Schwab S&P 500 Index	Common Collective Trusts	—	—	$80K	2.9%
Dodge & Cox Income I	Mutual Funds	—	—	$73K	2.6%
BlackRock High Yield Bond K	Other securities	—	—	$72K	2.6%
Columbia Strategic Income Inst2	Other securities	—	—	$64K	2.3%
Western Asset Core Bond IS	Other securities	—	—	$59K	2.1%
Notes Receivable from Participants * Interest Rate 9.00 to 9.50 Percent - 0 -	Other securities	—	—	$54K	1.9%
Eaton Vance Short Duration Gov Inc I	Common Stocks	—	—	$53K	1.9%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$43K	1.6%
Vanguard Mid-Cap Value Index Admiral	Mutual Funds	—	—	$33K	1.2%
Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	—	$23K	0.8%
Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$22K	0.8%
Vanguard Value Index Adm	Mutual Funds	—	—	$14K	0.5%
Vanguard Mid-Cap Growth Index Admiral	Mutual Funds	—	—	$9K	0.3%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$3K	0.1%
Money Market Funds, at Fair Value Invesco Government MMKT A	Mutual Funds	—	—	$1K	<0.1%
Vanguard Small Cap Value Index Admiral	Mutual Funds	—	—	$1K	<0.1%