Original filing (PDF)20250628145839NAL0025247538001

MONEYWISE PLANNING GROUP

Name: MONEYWISE PLANNING GROUP — MONEYWISE PLANNING GROUP 401(K) PLAN, Form 5500 (2024)
Creator: MONEYWISE PLANNING GROUP

Form 5500-SF

FILING_RECEIVED

MONEYWISE PLANNING GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONEYWISE PLANNING GROUP.

Plan sponsor

Name

MONEYWISE PLANNING GROUP

EIN

26-0750071

Address

7111 W EDGERTON AVE · GREENFIELD, WI · 53220

Phone

(414) 329-0030

Industry

Finance & Insurancesee all

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-28

Pension benefit codes

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)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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