How big is Moneywise Planning Group's plan?

Moneywise Planning Group's plan reported $36K in assets and 2 participants for 2024.

Original filing (PDF)20250628145839NAL0025247538001

Moneywise Planning Group

Name: Moneywise Planning Group — Moneywise Planning Group, Form 5500 (2024)
Creator: Moneywise Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moneywise Planning Group 401(k) Plan

401(k) retirement plan · Moneywise Planning Group's Moneywise Planning Group 401(k) Plan held $36K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

Plan identifiers

Moneywise Planning Group's EIN is 26-0750071.

EIN 26-0750071

Plan number 001

Plan year 2024

ACK ID 20250628145839NAL0025247538001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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