Wholistic Management Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Wholistic Management Inc · EIN 330994409 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 242
- With balances
- 178
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lincoln Douglas Investments, Llc CRD 155578 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln Financial Advisors Corporat | Investment advisory (participants) | $18,224 |
| Paychex, Inc. | Recordkeeping | $18,019 |
| 401 K Generation | Contract administrator | $14,418 |
| Lincoln Douglas Investments Llc | Investment advisory (participants) | $6,573 |