Brandon Wise signed The Wise Agent LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Wise Agent LLC's EIN is 56-2286625.
Download the official 2025 Form 5500 (PDF) for The Wise Agent LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)The Wise Agent LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature, a default investment (QDIA).
