How big is Wiser Financial Coaching, LLC's plan?

Wiser Financial Coaching, LLC's plan reported $683K in assets and 2 participants for 2024.

Original filing (PDF)20250715102455NAL0001231939001

Wiser Financial Coaching, LLC

Name: Wiser Financial Coaching, LLC — Wiser Financial, Form 5500 (2024)
Creator: Wiser Financial Coaching, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wiser Financial Coaching, LLC 401(k) Plan

401(k) retirement plan · Wiser Financial Coaching, LLC's Wiser Financial Coaching, LLC 401(k) Plan held $683K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$683K

Net assets (EOY)

$683K

People on this filing

MARC Becker signed Wiser Financial Coaching, LLC's 2024 Form 5500 as plan administrator.

MARC Becker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wiser Financial Coaching, LLC's EIN is 03-0427374.

EIN 03-0427374

Plan number 001

Plan year 2024

ACK ID 20250715102455NAL0001231939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wiser Financial Coaching, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wiser Financial Coaching, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WISER FINANCIAL COACHING, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WISER FINANCIAL COACHING, LLC

EIN

all filings

Address

2741 CAMPUS WALK AVENUE · DURHAM, NC · 27705

Phone

(919) 477-3355

Industry

Finance & Insurance

Plan administrator