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Original filing (PDF)20250902163659NAL0008594051001
HEALTHWISE INCORPORATED
Form 5500
FILING_RECEIVED
HEALTHWISE INCORPORATED 401(K) PLAN
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
8
Accounts w/ balance
222
Plan assets (EOY)
$47.1M
Net assets (EOY)
$47.1M
How this plan invests
This plan
11 pooled trusts
Schedule D
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: LARGE CAP VALUE FUND (extraction pending)]" is 36% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHWISE INCORPORATED.
Plan sponsor
Name
HEALTHWISE INCORPORATED
EIN
23-7455145
Address
PO BOX 1989 2601 NORTH BOGUS BASIN · BOISE, ID · 83701
Phone
(208) 331-6907
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-02
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SORREN CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $40K | — |
Investments
1 direct security · 11 pooled funds· $10.0M(21% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$9.9M
11 holdings
Uncategorized
$146K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.6M | 7.6% | |
| LARGE CAP GROWTH FUND IV FEE CLASS GREAT GRAY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.9M | 6.3% | |
| MID CAP GROWTH FUND II CL I1 GREAT GRAY · EIN 38-7304118 / PN 181 | Common Collective Trust | — | — | $941K | 2.0% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $929K | 2.0% | |
| CORE BOND I1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $898K | 1.9% | |
| SMALL CAP GROWTH L1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $344K | 0.7% | |
| PIMCO RAE US SMALL CIT | — | — | $169K | $146K | 0.3% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $146K | 0.3% | |
| MID CAP VALUE I1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $39K | <0.1% | |
| BALANCED SUSTAINABLE FUND CLASS I1 GREAT GRAY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $18K | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMERGING MARKETS CIT GREAT GRAY · EIN 86-1819869 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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