Original filing (PDF)20250929135428NAL0017975218001

WISE INVESTMENT MANAGEMENT LLC

Name: WISE INVESTMENT MANAGEMENT LLC — WISE INVESTMENT MANAGEMENT LLC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: WISE INVESTMENT MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

WISE INVESTMENT MANAGEMENT LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$82

Net assets (EOY)

$23

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WISE INVESTMENT MANAGEMENT LLC.

Plan sponsor

Name

WISE INVESTMENT MANAGEMENT LLC

EIN

83-2207120

Address

2305 S BLACKMAN RD STE A300 · SPRINGFIELD, MO · 65809

Phone

(417) 225-2766

Industry

Finance & Insurancesee all

Plan administrator

Name

KARA CORCHES

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-28

Filed

2025-09-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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