Original filing (PDF)20250917155633NAL0000672352001

WYSE ADVISORS LLC

Name: WYSE ADVISORS LLC — WYSE ADVISORS LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: WYSE ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

WYSE ADVISORS LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WYSE ADVISORS LLC

EIN

47-4651150

Address

51 JFK PARKWAY · FIRST FLOOR WEST · SHORT HILLS, NJ · 07079

Phone

(973) 722-8011

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

NUR-UL-ISLAM ACADEMY INC

NUR-UI-ISLAM ACADEMY INC 401(K) PROFIT SHARING PLAN & TRUST

$649K · 59 participants

DONMAR HEATING AND COOLING COM

DONMAR HEATING AND COOLING COM 401(K) PROFIT SHARING PLAN & TRUST

$649K · 16 participants

INNOVATIVE TECHNOLOGY DEVELOPMENT GROUP, LLC

INNOVATIVE TECHNOLOGY DEVELOPMENT GROUP, LLC 401(K) PLAN

$649K · 67 participants

GAMBLE DESIGN COLLABORATIVE, LLC

GAMBLE DESIGN COLLABORATIVE 401(K) PLAN

$648K · 13 participants

ACS INDUSTRIAL SERVICES INC