How big is Wisdom Wealth and Winning LLC's plan?

Wisdom Wealth and Winning LLC's plan reported $14K in assets and 1 participants for 2023.

Original filing (PDF)20241003052843NAL0005470707001

Wisdom Wealth and Winning LLC

Name: Wisdom Wealth and Winning LLC — Form 5500 (2023)
Creator: Wisdom Wealth and Winning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Wisdom Wealth and Winning LLC held $14K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

DAWN Green signed Wisdom Wealth and Winning LLC's 2023 Form 5500 as plan administrator.

DAWN Green — 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 Wealth and Winning LLC's EIN is 46-1400088.

EIN 46-1400088

Plan number 001

Plan year 2023

ACK ID 20241003052843NAL0005470707001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wisdom Wealth and Winning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wisdom Wealth and Winning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WISDOM WEALTH AND WINNING 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

WISDOM WEALTH AND WINNING LLC

EIN

all filings

Address

119 ASBURY LOOP · MIDDLETOWN, DE · 19709

Phone

(302) 753-1108

Industry

Finance & Insurance

Plan administrator