How big is Moneywise, Inc.'s plan?

Moneywise, Inc.'s plan reported $3.9M in assets and 11 participants for 2025.

Original filing (PDF)20260302123637NAL0000759603001

Moneywise, Inc.

Name: Moneywise, Inc. — HSC Wealth Advisors 401(k) Profit, Form 5500 (2025)
Creator: Moneywise, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HSC Wealth Advisors 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Moneywise, Inc.'s HSC Wealth Advisors 401(k) Profit Sharing Plan and Trust held $3.9M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Justin Victor signed Moneywise, Inc.'s 2025 Form 5500 as plan administrator.

Justin Victor — 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

Moneywise, Inc.'s EIN is 54-1506612.

EIN 54-1506612

Plan number 002

Plan year 2025

ACK ID 20260302123637NAL0000759603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Moneywise, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Moneywise, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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