How big is Wise Solutions' plan?

Wise Solutions' plan reported $1.2M in assets and 70 participants for 2024.

Original filing (PDF)20250724114011NAL0005265857001

Wise Solutions

Name: Wise Solutions — Wise Solutions Cash Balance Plan, Form 5500 (2024)
Creator: Wise Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wise Solutions Cash Balance Plan

Defined-benefit pension plan · Wise Solutions' Wise Solutions Cash Balance Plan held $1.2M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Wise Solutions' EIN is 27-2547394.

EIN 27-2547394

Plan number 002

Plan year 2024

ACK ID 20250724114011NAL0005265857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wise Solutions' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score