How big is Wisetack, Inc.'s plan?

Wisetack, Inc.'s plan reported $6.5M in assets and 117 participants for 2025.

Original filing (PDF)20260501111914NAL0001085425001

Wisetack, Inc.

Name: Wisetack, Inc. — Wisetack Retirement Plan, Form 5500 (2025)
Creator: Wisetack, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wisetack Retirement Plan

401(k) retirement plan · Wisetack, Inc.'s Wisetack Retirement Plan held $6.5M in plan assets for 117 participants in 2025.

Active participants

117

Accounts w/ balance

116

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Wisetack, Inc.'s EIN is 83-1683432.

EIN 83-1683432

Plan number 001

Plan year 2025

ACK ID 20260501111914NAL0001085425001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wisetack, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wisetack, Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WISETACK, INC.

EIN

all filings

Address

460 BRANNAN STREET, #78384 · SAN FRANCISCO, CA · 94107

Phone

(415) 484-6512

Industry

Finance & Insurance

Plan administrator

Name

NATIONAL BENEFIT SERVICES, LLC

EIN

20-8336993

City

KANSAS CITY, MO

Phone

(801) 532-4000

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-01

Pension benefit codes

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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