How big is Energywise, Inc.'s plan?

Energywise, Inc.'s plan reported $195K in assets and 11 participants for 2024.

Original filing (PDF)20250917121117NAL0000603074001

Energywise, Inc.

Name: Energywise, Inc. — Energywise, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Energywise, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Energywise, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Energywise, Inc.'s Energywise, Inc. 401(k) Profit Sharing Plan & Trust held $195K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

People on this filing

Gregory Cassar signed Energywise, Inc.'s 2024 Form 5500 as plan administrator.

Gregory Cassar — 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

Energywise, Inc.'s EIN is 11-2732212.

EIN 11-2732212

Plan number 001

Plan year 2024

ACK ID 20250917121117NAL0000603074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Energywise, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Energywise, Inc.'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 ENERGYWISE, INC.

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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

Knocking points off