How big is Wisdom Resources LLC's plan?

Wisdom Resources LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20251006141035NAL0006224128001

Wisdom Resources LLC

Name: Wisdom Resources LLC — Wisdom Resources Individual, Form 5500 (2024)
Creator: Wisdom Resources LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wisdom Resources Individual 401(k) Plan

401(k) retirement plan · Wisdom Resources LLC's Wisdom Resources Individual 401(k) Plan held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Wisdom Resources LLC's EIN is 03-0492650.

EIN 03-0492650

Plan number 001

Plan year 2024

ACK ID 20251006141035NAL0006224128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wisdom Resources LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wisdom Resources LLC's plan includes profit-sharing, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WISDOM RESOURCES 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