Original filing (PDF)20250421153318NAL0001623395001

WISE FINANCIAL LLC

Name: WISE FINANCIAL LLC — WISE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WISE FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

WISE FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$505

Net assets (EOY)

$505

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

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 WISE FINANCIAL LLC.

Plan sponsor

Name

WISE FINANCIAL LLC

EIN

82-1977920all filings

Address

7 EXECUTIVE PARK DR · HALFMOON, NY · 120656654

Phone

(518) 588-0216

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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