How big is Loanwise LLC's plan?

Loanwise LLC's plan reported $226K in assets and 2 participants for 2024.

Original filing (PDF)20250624201806NAL0010351088001

Loanwise LLC

Name: Loanwise LLC — Loanwise LLC 401(k) P/S Plan, Form 5500 (2024)
Creator: Loanwise LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loanwise LLC 401(k) P/S Plan

401(k) retirement plan · Loanwise LLC's Loanwise LLC 401(k) P/S Plan held $226K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

Michael Sanders signed Loanwise LLC's 2024 Form 5500 as plan administrator.

Michael Sanders — 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

Loanwise LLC's EIN is 80-0569519.

EIN 80-0569519

Plan number 001

Plan year 2024

ACK ID 20250624201806NAL0010351088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Loanwise 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 LOANWISE LLC.

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

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 (97th percentile).

Plan sponsor

Name

LOANWISE LLC

EIN

all filings

Address

2104 WILSON AVE STE D · NATIONAL CITY, CA · 91950

Phone

(858) 692-3859

Industry

Admin Support & Waste Mgmt

Plan administrator