How big is Wisterm, LLC's plan?

Wisterm, LLC's plan reported $245K in assets and 5 participants for 2024.

Original filing (PDF)20250425153727NAL0008884657001

Wisterm, LLC

Name: Wisterm, LLC — Wisterm, LLC 401 (K) Plan, Form 5500 (2024)
Creator: Wisterm, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wisterm, LLC 401 (K) Plan

401(k) retirement plan · Wisterm, LLC's Wisterm, LLC 401 (K) Plan held $245K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

TARA Evans, for TAG Resources signed Wisterm, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Wisterm, LLC's EIN is 61-1739757.

EIN 61-1739757

Plan number 001

Plan year 2024

ACK ID 20250425153727NAL0008884657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WISTERM, LLC

EIN

all filings

Address

1950 WEST CORPORATE WAY, PMB 12892 · ANAHEIM, CA · 92801

Phone

(718) 865-8837

Industry

Finance & Insurance

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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