Original filing (PDF)20250412220354NAL0048729202007

PLANWISE RETIREMENT STRATEGIES, INC.

Name: PLANWISE RETIREMENT STRATEGIES, INC. — PLANWISE RETIREMENT STRATEGIES 401(K) PLAN, Form 5500 (2024)
Creator: PLANWISE RETIREMENT STRATEGIES, INC.

Form 5500-SF

FILING_RECEIVED

PLANWISE RETIREMENT STRATEGIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

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.

Decision-maker contacts

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

Plan sponsor

Name

PLANWISE RETIREMENT STRATEGIES, INC.

EIN

82-1568829all filings

Address

11211 TAYLOR DRAPER LANE · SUITE 110 · AUSTIN, TX · 78759

Phone

(512) 290-9021

Industry

Finance & Insurancesee all

Plan administrator