How big is Wise Investment Management LLC's plan?

Wise Investment Management LLC's plan reported $82 in assets and 3 participants for 2024.

Original filing (PDF)20250929135428NAL0017975218001

Wise Investment Management LLC

Name: Wise Investment Management LLC — Wise Investment, Form 5500 (2024)
Creator: Wise Investment Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wise Investment Management LLC MCF Benefit Plan

Health & welfare plan · Wise Investment Management LLC's Wise Investment Management LLC MCF Benefit Plan held $82 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$82

Net assets (EOY)

$23

People on this filing

KARA Corches signed Wise Investment Management LLC's 2024 Form 5500 as plan administrator.

KARA Corches — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wise Investment Management LLC's EIN is 83-2207120.

EIN 83-2207120

Plan number 501

Plan year 2024

ACK ID 20250929135428NAL0017975218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wise Investment Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wise Investment Management LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WISE INVESTMENT MANAGEMENT LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score