Original filing (PDF)20250624201806NAL0010351088001

LOANWISE LLC

Name: LOANWISE LLC — LOANWISE LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: LOANWISE LLC

Form 5500-SF

FILING_RECEIVED

LOANWISE LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

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).

Decision-maker contacts

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

Plan sponsor

Name

LOANWISE LLC

EIN

80-0569519

Address

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

Phone

(858) 692-3859

Industry