How big is Leading the Wise Way, Inc.'s plan?

Leading the Wise Way, Inc.'s plan reported $99K in assets and 3 participants for 2024.

Original filing (PDF)20250822134320NAL0005154673001

Leading the Wise Way, Inc.

Name: Leading the Wise Way, Inc. — Leading the Wise Way, Form 5500 (2024)
Creator: Leading the Wise Way, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leading the Wise Way, Inc. Retirement Plan

401(k) retirement plan · Leading the Wise Way, Inc.'s Leading the Wise Way, Inc. Retirement Plan held $99K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

Plan identifiers

Leading the Wise Way, Inc.'s EIN is 82-2062091.

EIN 82-2062091

Plan number 001

Plan year 2024

ACK ID 20250822134320NAL0005154673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leading the Wise Way, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leading the Wise Way, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEADING THE WISE WAY, INC..

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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