How big is Wisconsin Wealth Advisors, LLC's plan?

Wisconsin Wealth Advisors, LLC's plan reported $440K in assets and 5 participants for 2024.

Original filing (PDF)20250825164927NAL0008043393001

Wisconsin Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Wisconsin Wealth Advisors, LLC Retirement Plan

401(k) retirement plan · Wisconsin Wealth Advisors, LLC's Wisconsin Wealth Advisors, LLC Retirement Plan held $440K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

Plan identifiers

Wisconsin Wealth Advisors, LLC's EIN is 32-0223604.

EIN 32-0223604

Plan number 001

Plan year 2024

ACK ID 20250825164927NAL0008043393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wisconsin Wealth 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 WISCONSIN WEALTH 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