· 2022–2024 · DOL EFAST2

HOLISTIC BUSINESS SOLUTIONS, LLC — HOLISTIC BUSINESS SOLUTIONS, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250423220301NAL0006652321087

HOLISTIC BUSINESS SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

HOLISTIC BUSINESS SOLUTIONS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

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

56

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HOLISTIC BUSINESS SOLUTIONS, LLC

EIN

85-4325255all filings

Address

6500 NW 114TH AVE APT 1038 · DORAL, FL · 331784583

Phone

(786) 478-7178

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

QUICKBOOKS BOOKKEEPING LLC

QUICKBOOKS BOOKKEEPING LLC

$13K · 4 participants

ACUMAXUM LLC 401(K) PLAN

$13K · 6 participants

CK2 FINANCIALS, LLC

CK2 FINANCIALS 401K PLAN

$13K · 6 participants

MICHAEL A. ROLF CPA

MICHAEL A. ROLF CPA SOCA BENEFIT PLAN

$13K · 6 participants

BENNETT GROEBER MULLEN FELTNER

BENNETT GROEBER MULLEN FELTNER SOCA BENEFIT PLAN

$13K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.