How big is AGE Wise Inc.'s plan?

AGE Wise Inc.'s plan reported $27K in assets and 10 participants for 2024.

Original filing (PDF)20250605135820NAL0020255088001

AGE Wise Inc.

Name: AGE Wise Inc. — AGE Wise Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: AGE Wise Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGE Wise Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · AGE Wise Inc.'s AGE Wise Inc. 401(k) Profit Sharing Plan & Trust held $27K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Matilde Mauricio signed AGE Wise Inc.'s 2024 Form 5500 as plan administrator.

Matilde Mauricio — 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

AGE Wise Inc.'s EIN is 59-3475931.

EIN 59-3475931

Plan number 001

Plan year 2024

ACK ID 20250605135820NAL0020255088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AGE Wise Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off