Original filing (PDF)20250508092542NAL0008709091001

WISDOM CPA GROUP

Name: WISDOM CPA GROUP — WISDOM CPA GROUP 401(K) PLAN, Form 5500 (2024)
Creator: WISDOM CPA GROUP

Form 5500-SF

FILING_RECEIVED

WISDOM CPA GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WISDOM CPA GROUP

EIN

81-4882776all filings

Address

536 S 2ND AVE UNIT C · COVINA, CA · 91723

Phone

(626) 332-3880

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