How big is Wisdom Portfolio Services LLC's plan?

Wisdom Portfolio Services LLC's plan reported $26K in assets and 6 participants for 2025.

Original filing (PDF)20260523081740NAL0008537186001

Wisdom Portfolio Services LLC

Name: Wisdom Portfolio Services LLC — Wisdom Portfolio, Form 5500 (2025)
Creator: Wisdom Portfolio Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wisdom Portfolio Services 401(k) Plan

401(k) retirement plan · Wisdom Portfolio Services LLC's Wisdom Portfolio Services 401(k) Plan held $26K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Michael Curley signed Wisdom Portfolio Services LLC's 2025 Form 5500 as plan administrator.

Michael Curley — 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

Wisdom Portfolio Services LLC's EIN is 45-4066456.

EIN 45-4066456

Plan number 001

Plan year 2025

ACK ID 20260523081740NAL0008537186001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wisdom Portfolio Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wisdom Portfolio Services 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 WISDOM PORTFOLIO SERVICES LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off