How big is Wiseoak Wealth's plan?

Wiseoak Wealth's plan reported $188K in assets and 3 participants for 2024.

Original filing (PDF)20250722090915NAL0006262050001

Wiseoak Wealth

Name: Wiseoak Wealth — Form 5500 (2024)
Creator: Wiseoak Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wiseoak Wealth

401(k) retirement plan · Wiseoak Wealth held $188K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

People on this filing

Shirley Horner signed Wiseoak Wealth's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Wiseoak Wealth's EIN is 86-1696137.

EIN 86-1696137

Plan number 001

Plan year 2024

ACK ID 20250722090915NAL0006262050001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wiseoak Wealth'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 WISEOAK WEALTH.

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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