How big is Controlwise Inc.'s plan?

Controlwise Inc.'s plan reported $61K in assets and 3 participants for 2024.

Original filing (PDF)20250521090343NAL0002904128001

Controlwise Inc.

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

Form 5500-SF

FILING_RECEIVED

Controlwise Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Controlwise Inc.'s Controlwise Inc. 401(k) Profit Sharing Plan & Trust held $61K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Edward Rojas signed Controlwise Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Controlwise Inc.'s EIN is 22-3446678.

EIN 22-3446678

Plan number 001

Plan year 2024

ACK ID 20250521090343NAL0002904128001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Controlwise Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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