How big is Collective Wisdom LLC's plan?

Collective Wisdom LLC's plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20250402164919NAL0017098098001

Collective Wisdom LLC

Name: Collective Wisdom LLC — Collective Wisdom LLC 401(k), Form 5500 (2024)
Creator: Collective Wisdom LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collective Wisdom LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Collective Wisdom LLC's Collective Wisdom LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Brian Kupersmit signed Collective Wisdom LLC's 2024 Form 5500 as plan administrator.

Brian Kupersmit — 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

Collective Wisdom LLC's EIN is 46-2253973.

EIN 46-2253973

Plan number 001

Plan year 2024

ACK ID 20250402164919NAL0017098098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collective Wisdom LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collective Wisdom 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 COLLECTIVE WISDOM 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