How big is Olistico Wealth, LLC's plan?

Olistico Wealth, LLC's plan reported $362K in assets and 4 participants for 2025.

Original filing (PDF)20260429220606NAL0006438211053

Olistico Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Olistico Wealth 401(k) Plan

401(k) retirement plan · Olistico Wealth, LLC's Olistico Wealth 401(k) Plan held $362K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

Plan identifiers

Olistico Wealth, LLC's EIN is 86-3575290.

EIN 86-3575290

Plan number 002

Plan year 2025

ACK ID 20260429220606NAL0006438211053

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Olistico Wealth, 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 OLISTICO WEALTH, 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