How big is WYSE Advisors LLC's plan?

WYSE Advisors LLC's plan reported $649K in assets and 8 participants for 2024.

Original filing (PDF)20250917155633NAL0000672352001

WYSE Advisors LLC

Name: WYSE Advisors LLC — WYSE Advisors LLC Cash Balance, Form 5500 (2024)
Creator: WYSE Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WYSE Advisors LLC Cash Balance Plan

Defined-benefit pension plan · WYSE Advisors LLC's WYSE Advisors LLC Cash Balance Plan held $649K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

People on this filing

Michael WYSE signed WYSE Advisors LLC's 2024 Form 5500 as plan administrator.

Michael WYSE — 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

WYSE Advisors LLC's EIN is 47-4651150.

EIN 47-4651150

Plan number 002

Plan year 2024

ACK ID 20250917155633NAL0000672352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WYSE Advisors LLC's plan includes a cash-balance formula.

Decision-maker contacts

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