Original filing (PDF)20250729094152NAL0007005666001

HOLISTIC WEALTH ADVISORS LLC

Name: HOLISTIC WEALTH ADVISORS LLC — HOLISTIC WEALTH ADVISORS LLC 401K PLAN, Form 5500 (2024)
Creator: HOLISTIC WEALTH ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

HOLISTIC WEALTH ADVISORS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

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

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 WEALTH ADVISORS LLC.

Plan sponsor

Name

HOLISTIC WEALTH ADVISORS LLC

EIN

99-4965261all filings

Address

5 SOUTHSIDE DR. SUITE 204 · CLIFTON PARK, NY · 12065

Phone

(518) 357-3858

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FERRO HOLDINGS LLC

FERRO HOLDINGS 401(K) PLAN

$443K · 7 participants

SALERNO FINANCIAL GROUP INC

SALERNO FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$443K · 5 participants

VALOR ADVISORS LLC

VALOR ADVISORS

$443K · 12 participants

MELIA GROUP LLC

MELIA GROUP, LLC CASH BALANCE PLAN

$443K · 11 participants

MEI-LYN NELSON

NELSON FINANCIAL GROUP INC SINGLE K PLAN

$443K · 1 participants

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