How big is Moneywise Solutions, Inc.'s plan?

Moneywise Solutions, Inc.'s plan reported $389K in assets and 4 participants for 2024.

Original filing (PDF)20251014181653NAL0003547921002

Moneywise Solutions, Inc.

Name: Moneywise Solutions, Inc. — Moneywise Solutions, Form 5500 (2024)
Creator: Moneywise Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moneywise Solutions, Inc. 401(k) Plan

401(k) retirement plan · Moneywise Solutions, Inc.'s Moneywise Solutions, Inc. 401(k) Plan held $389K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

People on this filing

Frank Surface signed Moneywise Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Frank Surface — 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 Solutions, Inc.'s EIN is 54-1951094.

EIN 54-1951094

Plan number 001

Plan year 2024

ACK ID 20251014181653NAL0003547921002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moneywise Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moneywise Solutions, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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