How big is Wisetrend Advanced OCR & Data Capture's plan?

Wisetrend Advanced OCR & Data Capture's plan reported $91K in assets and 3 participants for 2024.

Original filing (PDF)20250412220430NAL0015576419027

Wisetrend Advanced OCR & Data Capture

Name: Wisetrend Advanced OCR & Data Capture — Wisetrend, Form 5500 (2024)
Creator: Wisetrend Advanced OCR & Data Capture
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wisetrend Advanced OCR & Data Capture 401(k) Plan

401(k) retirement plan · Wisetrend Advanced OCR & Data Capture's Wisetrend Advanced OCR & Data Capture 401(k) Plan held $91K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

People on this filing

QIAN LIU signed Wisetrend Advanced OCR & Data Capture's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Wisetrend Advanced OCR & Data Capture's EIN is 83-3528003.

EIN 83-3528003

Plan number 001

Plan year 2024

ACK ID 20250412220430NAL0015576419027

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wisetrend Advanced OCR & Data Capture from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wisetrend Advanced OCR & Data Capture'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 WISETREND ADVANCED OCR & DATA CAPTURE.

Finding similar companies…

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