THE WISE AGENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
18
Accounts w/ balance
38
Plan assets (EOY)
$495K
Net assets (EOY)
$495K
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
75
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WISE AGENT LLC.
Plan sponsor
Name
THE WISE AGENT LLC
EIN
56-2286625
Address
16766 E PARKVIEW AVE STE 201 · FOUNTAIN HILLS, AZ · 852688400
Phone
(480) 836-0345
Industry
Software Publishers· Information / Tech / Mediasee all
