How big is Boston Wisdom Tree LLC's plan?

Boston Wisdom Tree LLC's plan reported $7K in assets and 6 participants for 2025.

Original filing (PDF)20260506220532NAL0002420961019

Boston Wisdom Tree LLC

Name: Boston Wisdom Tree LLC — Boston Wisdom Tree 401(k), Form 5500 (2025)
Creator: Boston Wisdom Tree LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boston Wisdom Tree 401(k) Plan

401(k) retirement plan · Boston Wisdom Tree LLC's Boston Wisdom Tree 401(k) Plan held $7K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Elantha Barry signed Boston Wisdom Tree LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Boston Wisdom Tree LLC's EIN is 84-3192333.

EIN 84-3192333

Plan number 001

Plan year 2025

ACK ID 20260506220532NAL0002420961019

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Boston Wisdom Tree LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Boston Wisdom Tree 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 BOSTON WISDOM TREE LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off