How big is Practicewise, LLC's plan?

Practicewise, LLC's plan reported $1.8M in assets and 13 participants for 2025.

Original filing (PDF)20260416074026NAL0022218560001

Practicewise, LLC

Name: Practicewise, LLC — Practicewise 401(k) Plan, Form 5500 (2025)
Creator: Practicewise, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Practicewise 401(k) Plan

401(k) retirement plan · Practicewise, LLC's Practicewise 401(k) Plan held $1.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

David Daleiden signed Practicewise, LLC's 2025 Form 5500 as plan administrator.

David Daleiden — 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

Practicewise, LLC's EIN is 20-2131441.

EIN 20-2131441

Plan number 001

Plan year 2025

ACK ID 20260416074026NAL0022218560001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Practicewise, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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