How big is Holistiplan, LLC's plan?

Holistiplan, LLC's plan reported $2.8M in assets and 81 participants for 2025.

Original filing (PDF)20260427220335NAL0005076419016

Holistiplan, LLC

Name: Holistiplan, LLC — Holistiplan 401(k) Plan, Form 5500 (2025)
Creator: Holistiplan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holistiplan 401(k) Plan

401(k) retirement plan · Holistiplan, LLC's Holistiplan 401(k) Plan held $2.8M in plan assets for 81 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Elantha Barry signed Holistiplan, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Holistiplan, LLC's EIN is 83-4452921.

EIN 83-4452921

Plan number 001

Plan year 2025

ACK ID 20260427220335NAL0005076419016

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Holistiplan, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Holistiplan, 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 HOLISTIPLAN, 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