How big is Money Wise LLC's plan?

Money Wise LLC's plan reported $92K in assets and 3 participants for 2024.

Original filing (PDF)20250711155637NAL0007517553001

Money Wise LLC

Name: Money Wise LLC — Money Wise LLC 401(k) Profit, Form 5500 (2024)
Creator: Money Wise LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Money Wise LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Money Wise LLC's Money Wise LLC 401(k) Profit Sharing Plan & Trust held $92K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$92K

Net assets (EOY)

$92K

People on this filing

Cristina Acosta signed Money Wise LLC's 2024 Form 5500 as plan administrator.

Cristina Acosta — 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

Money Wise LLC's EIN is 83-2288121.

EIN 83-2288121

Plan number 001

Plan year 2024

ACK ID 20250711155637NAL0007517553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Money Wise LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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