P 401(k) Plan Report

Stable plan record

HOLISTIC WEALTH ADVISORS LLC 401K PLAN

Sponsored by HOLISTIC WEALTH ADVISORS LLC · EIN/PN 994965261-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,190
Administrative cost per participant
2025
$99
Active participants
2025
6
Total plan assets
2025
$457,120
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260421154828NAL00014299070016$4,190
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.