How big is Holistic Wealth Advisors LLC's plan?

Holistic Wealth Advisors LLC's plan reported $457K in assets and 6 participants for 2025.

Original filing (PDF)20260421154828NAL0001429907001

Holistic Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Holistic Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Holistic Wealth Advisors LLC's Holistic Wealth Advisors LLC 401(k) Plan held $457K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

People on this filing

Stacy Clifford signed Holistic Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

Stacy Clifford — 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 Wealth Advisors LLC's EIN is 99-4965261.

EIN 99-4965261

Plan number 001

Plan year 2025

ACK ID 20260421154828NAL0001429907001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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