Original filing (PDF)20250922153926NAL0012660130001

WISDOM INDEX ADVISORS LLC

Name: WISDOM INDEX ADVISORS LLC — WISDOM INDEX RETIREMENT PLAN, Form 5500 (2024)
Creator: WISDOM INDEX ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

WISDOM INDEX RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$507K

Net assets (EOY)

$507K

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 (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WISDOM INDEX ADVISORS LLC

EIN

20-1402201all filings

Address

102 S. MAIN STREET · PROSPER, TX · 75078

Phone

(972) 931-0063

Industry

Finance & Insurancesee 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

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FIRST FINANCIAL EQUITY LENDERS CORPORATION

FIRST FINANCIAL 401(K) PLAN

$507K · 1 participants

RELENTLESS SOLUTIONS LLC

RSF WEALTH MANAGEMENT RETIREMENT PLAN

$506K · 10 participants

JEFFREY WEALTH MANAGEMENT, INC.

JEFFREY WEALTH MANAGEMENT CASH BALANCE PLAN

$507K · 2 participants

PRASLA FINANCIAL GROUP, INC.

PRASLA FINANCIAL GROUP 401(K) PLAN

$506K · 8 participants

RWR MANAGEMENT LLC

RWR MANAGEMENT LLC 401K AND PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.