Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WHOLESOME MEDICAL PC
EIN 20-4635752health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
16
1575 HILLSIDE AVENUE - NEW HYDE PARK, NY 11040516-352-1804wholesomecoaching.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WHOLESOME MEDICAL PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WHOLESOME MEDICAL PC 401(K) PROFIT SHARING PLAN
401k
Assets$254K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WHOLESOME MEDICAL PC DEFINED BENEFIT PLAN | TraditionalDB | $1.1M | 8 | 2024 | |
| 001 | WHOLESOME MEDICAL PC 401(K) PROFIT SHARING PLAN | 401k | $254K | 8 | 2024 |
Retirement plans