How big is Holistic Business Solutions, LLC's plan?

Holistic Business Solutions, LLC's plan reported $24K in assets and 3 participants for 2025.

Original filing (PDF)20260429220435NAL0011466929096

Holistic Business Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Holistic Business Solutions, LLC 401(k) Plan

401(k) retirement plan · Holistic Business Solutions, LLC's Holistic Business Solutions, LLC 401(k) Plan held $24K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan identifiers

Holistic Business Solutions, LLC's EIN is 85-4325255.

EIN 85-4325255

Plan number 001

Plan year 2025

ACK ID 20260429220435NAL0011466929096

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Holistic Business Solutions, 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 HOLISTIC BUSINESS SOLUTIONS, LLC.

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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