How big is Wiser Agency LLC's plan?

Wiser Agency LLC's plan reported $220K in assets and 9 participants for 2025.

Original filing (PDF)20260424221300NAL0003451459037

Wiser Agency LLC

Name: Wiser Agency LLC — The Wiser Agency 401(k) Plan, Form 5500 (2025)
Creator: Wiser Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wiser Agency 401(k) Plan

401(k) retirement plan · Wiser Agency LLC's The Wiser Agency 401(k) Plan held $220K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

People on this filing

Elantha Barry signed Wiser Agency 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

Wiser Agency LLC's EIN is 84-4957169.

EIN 84-4957169

Plan number 001

Plan year 2025

ACK ID 20260424221300NAL0003451459037

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Wiser Agency 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 WISER AGENCY 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WISER AGENCY LLC

EIN

all filings

Address

4630 WEST GATE BLVD · SUITE 110 · AUSTIN, TX · 78745

Phone

(414) 870-6661

Industry

Finance & Insurance

Plan administrator