How big is Ecowize NA, LLC's plan?

Ecowize NA, LLC's plan reported $318K in assets and 337 participants for 2024.

Original filing (PDF)20251010111346NAL0007581953001

Ecowize NA, LLC

Name: Ecowize NA, LLC — Ecowize NA, LLC 401(k) Plan, Form 5500 (2024)
Creator: Ecowize NA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ecowize NA, LLC 401(k) Plan

Defined-contribution retirement plan · Ecowize NA, LLC's Ecowize NA, LLC 401(k) Plan held $318K in plan assets for 337 participants in 2024.

Signals · 1

No auditor on file

Active participants

337

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Richard Tatum signed Ecowize NA, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Ecowize NA, LLC's EIN is 27-4022238.

EIN 27-4022238

Plan number 001

Plan year 2024

ACK ID 20251010111346NAL0007581953001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ecowize NA, LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score