How big is Aging Wisdom, Inc.'s plan?

Aging Wisdom, Inc.'s plan reported $1.3M in assets and 21 participants for 2024.

Original filing (PDF)20250730224833NAL0002708435001

Aging Wisdom, Inc.

Name: Aging Wisdom, Inc. — Aging Wisdom, Inc. Retirement, Form 5500 (2024)
Creator: Aging Wisdom, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aging Wisdom, Inc. Retirement Savings Plan and Trust

401(k) retirement plan · Aging Wisdom, Inc.'s Aging Wisdom, Inc. Retirement Savings Plan and Trust held $1.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

LISA Mayfield signed Aging Wisdom, Inc.'s 2024 Form 5500 as plan administrator.

LISA Mayfield — 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

Aging Wisdom, Inc.'s EIN is 26-0267628.

EIN 26-0267628

Plan number 001

Plan year 2024

ACK ID 20250730224833NAL0002708435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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