How big is Wise Retirement Plan Solutions, LLC's plan?

Wise Retirement Plan Solutions, LLC's plan reported $710K in assets and 7 participants for 2024.

Original filing (PDF)20251013121416NAL0002822818001

Wise Retirement Plan Solutions, LLC

Name: Wise Retirement Plan Solutions, LLC — Wise Retiremen, Form 5500 (2024)
Creator: Wise Retirement Plan Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wise Retirement Plan Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wise Retirement Plan Solutions, LLC's Wise Retirement Plan Solutions, LLC 401(k) Profit Sharing Plan held $710K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$710K

Net assets (EOY)

$710K

Plan identifiers

Wise Retirement Plan Solutions, LLC's EIN is 46-1682613.

EIN 46-1682613

Plan number 001

Plan year 2024

ACK ID 20251013121416NAL0002822818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wise Retirement Plan Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wise Retirement Plan Solutions, LLC's plan includes 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 WISE RETIREMENT PLAN SOLUTIONS, LLC.

Finding similar companies…

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