Wholistic Management Inc401(k)
WHOLISTIC MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST · MOUNT RAINIER, MD · plan year 2024
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Wholistic Management Inc reported $57,835 in plan administrative expenses for 2024: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $889 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.98% to 1.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,224th of 1,671), and 7,455th of 11,911 in health care & social assistance. In 2024, employees put in $1.88 for every $1.00 the employer contributed.
Wholistic Management Inc's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Wholistic Management Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 330994409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.