How big is Lifewise, Inc.'s plan?

Lifewise, Inc.'s plan reported $1.8M in assets and 1,192 participants for 2024.

Original filing (PDF)20250604135057NAL0019327008001

Lifewise, Inc.

Name: Lifewise, Inc. — Lifewise 403(b) Plan, Form 5500 (2024)
Creator: Lifewise, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lifewise 403(b) Plan

403(b) retirement plan · Lifewise, Inc.'s Lifewise 403(b) Plan held $1.8M in plan assets for 1,192 participants in 2024.

Signals · 1

No auditor on file

Active participants

1,192

Accounts w/ balance

179

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Cindy Myers signed Lifewise, Inc.'s 2024 Form 5500 as plan administrator.

Cindy Myers — 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

Lifewise, Inc.'s EIN is 45-4002535.

EIN 45-4002535

Plan number 001

Plan year 2024

ACK ID 20250604135057NAL0019327008001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifewise, Inc.'s plan includes profit-sharing, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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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 (0th percentile).

Helping the score