Holistic Industries 401(k) match, vesting and fees
What Holistic Industries' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement LLC | Schedule C ↗ |
| Independent auditor | Mh Cpa PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Holistic Industries: employer contribution per participant | $834 | |
| Peer median | $1,438 |
| Holistic Industries: average balance | $5,852 | |
| Peer median | $41,205 |
| Holistic Industries: admin expenses ÷ assets | 1.36% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.6M at the end of plan year 2023 to $5.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 902 | $5.1M | $732K | $834 | 1.36% | Not published | Form 5500 ↗ |
| 2024 | 852 | $2.8M | $411K | $492 | 1.66% | Not published | Form 5500 ↗ |
| 2023 | 701 | $1.6M | $28K | $42 | 1.06% | Not published | Form 5500 ↗ |
Common questions
Does Holistic Industries match 401(k) contributions?
The match terms for the Holistic Industries 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $732K in employer contributions, about $834 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holistic Industries 401(k) match vested?
The vesting schedule for the Holistic Industries 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holistic Industries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Pcs Retirement LLC. The plan administrator is Holistic Industries Inc..
I left Holistic Industries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holistic Industries Inc., (224) 627-2624) or the recordkeeper, Pcs Retirement LLC. The Holistic Industries old 401(k) page lists the contacts from every plan filing. Find an old Holistic Industries 401(k)
Data from the public Form 5500 annual reports Holistic Industries filed with the U.S. Department of Labor (plan years 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Holistic Industries. Not financial advice. Report a correction · Methodology