How big is Time Wise Financial, LLC's plan?

Time Wise Financial, LLC's plan reported $1.2M in assets and 8 participants for 2025.

Original filing (PDF)20260518102458NAL0000008642001

Time Wise Financial, LLC

Name: Time Wise Financial, LLC — Time Wise Financial, LLC, Form 5500 (2025)
Creator: Time Wise Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Time Wise Financial, LLC 401(k) P/S Plan

401(k) retirement plan · Time Wise Financial, LLC's Time Wise Financial, LLC 401(k) P/S Plan held $1.2M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Matthew Atwood signed Time Wise Financial, LLC's 2025 Form 5500 as plan administrator.

Matthew Atwood — 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

Time Wise Financial, LLC's EIN is 20-8767022.

EIN 20-8767022

Plan number 001

Plan year 2025

ACK ID 20260518102458NAL0000008642001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Time Wise Financial, 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 TIME WISE FINANCIAL, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

TIME WISE FINANCIAL, LLC

EIN

all filings

Address

3380 TRICKUM RD BLDG 1200-200 · WOODSTOCK, GA · 30188

Phone

(770) 420-2954

Industry

Finance & Insurance

Plan administrator