Retirement plan

HOLISTIC FINANCIAL PARTNERS, LLC 401(K) PLAN

Name: HOLISTIC FINANCIAL PARTNERS, LLC - HOLISTIC FINANCIAL PARTNERS, LLC 401(K) PLAN (2024) Form 5500
Creator: HOLISTIC FINANCIAL PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLISTIC FINANCIAL PARTNERS, LLC 401(K) PLAN, HOLISTIC FINANCIAL PARTNERS, LLC

HOLISTIC FINANCIAL PARTNERS, LLCEIN 47-4167180Plan #001PY 2024

9959 CROSSPOINT BLVD - INDIANAPOLIS, IN 46256317-550-3404holisticfinancialpartners.comLinkedIn1-10 employeesfinancial services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+29.8% from 2023

Total participants

0.0% from 2023

Average account balance

$152,283

+29.8% from 2023

Annual return

22.00%

+2.87 pp from 2023

Benchmarks

See 37,207 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,207 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$152K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$152,283

$201,259-24.3%

$184,200-17.3%

$145,959+4.3%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

22.00%

28.98%-7.0pp

28.80%-6.8pp

561.95%-539.9pp

Employer contribution / active EE

$3,853

$7,018-45.1%

$6,424-40.0%

$4,661-17.3%

Participant deferral / active EE

$8,281

$9,806-15.6%

$9,132-9.3%

$6,689+23.8%

Admin fee / account holder

$16,372-100.0%

$13,907-100.0%

$13,398-100.0%

HOLISTIC FINANCIAL PARTNERS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HOLISTIC FINANCIAL PARTNERS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion