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HOLISTIPLAN, LLC

EIN 83-4452921-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
89
3193 CHACO CANYON DR - COLLEGE STATION, TX 77845979-217-1281holistiplan.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.8M - 89 part

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Retirement#001

HOLISTIPLAN 401(K) PLAN

401k

Assets$2.8M
Participants89
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLISTIPLAN 401(K) PLAN401k$2.8M892025
Retirement plans
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