Original filing (PDF)20251006141035NAL0006224128001

WISDOM RESOURCES LLC

Name: WISDOM RESOURCES LLC — WISDOM RESOURCES INDIVIDUAL 401(K) PLAN, Form 5500 (2024)
Creator: WISDOM RESOURCES LLC

Form 5500-SF

FILING_RECEIVED

WISDOM RESOURCES INDIVIDUAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISDOM RESOURCES LLC.

Plan sponsor

Name

WISDOM RESOURCES LLC

EIN

03-0492650

Address

2719 PEBBLE BEACH DR · OAKLAND, MI · 48363

Phone

(248) 538-7338

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

2R · Participant-directed brokerage (SDBA)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

REGULUS GLOBAL

REGULUS GLOBAL 401(K) PROFIT SHARING PLAN AND TRUST

$1.4M · 34 participants

AQUACHILE INC

AQUACHILE INC 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 40 participants

AXE PRIME, LLC

AXE PRIME, LLC 401(K) PLAN

$1.4M · 12 participants

INNOVATIVE CLUB PARTNERS, INC

INNOVATIVE CLUB PARTNERS 401(K) AND PROFIT SHARING PLAN

$1.4M · 7 participants

SUNNEST LLC

SUNNEST LLC RETIREMENT PLAN

$1.4M · 3 participants