How big is Credit Wise Advisors, LLC's plan?

Credit Wise Advisors, LLC's plan reported $192K in assets and 2 participants for 2024.

Original filing (PDF)20250904080123NAL0015896881001

Credit Wise Advisors, LLC

Name: Credit Wise Advisors, LLC — Credit Wise Advisors, Form 5500 (2024)
Creator: Credit Wise Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Credit Wise Advisors, LLC 401(k) Plan

401(k) retirement plan · Credit Wise Advisors, LLC's Credit Wise Advisors, LLC 401(k) Plan held $192K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

People on this filing

Mark Kane signed Credit Wise Advisors, LLC's 2024 Form 5500 as plan administrator.

Mark Kane — 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

Credit Wise Advisors, LLC's EIN is 27-0804404.

EIN 27-0804404

Plan number 001

Plan year 2024

ACK ID 20250904080123NAL0015896881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Credit Wise Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Credit Wise Advisors, LLC'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 CREDIT WISE ADVISORS, LLC.

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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