# Wholistic Management INC 401(k) Plan
Source: https://planprovider.pro/companies/wholistic-management-inc-401k-plan

> Wholistic Management INC's 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wholistic Management INC

- **Sponsor EIN:** 330994409

- **Sponsor Address:** 2209 VARNUM ST, MOUNT RAINIER, MD, 207121457

- **Plan Type:** 401(k)

- **Total Participants:** 242

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|242|$5.8M|$215,113|$404,048|

| 2023|241|$5.1M|$224,842|$405,588|

| 2022|236|$4.4M|$205,283|$372,936|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PENAN & SCOTT, P.C|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$57,835|$24,797|$32,178|—|—|

| 2023|$49,930|$20,730|$28,340|—|—|

| 2022|$45,959|$20,140|$25,819|—|—|

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