How big is Growthwise Group Inc.'s plan?

Growthwise Group Inc.'s plan reported $152K in assets and 14 participants for 2025.

Original filing (PDF)20260515220606NAL0008037715075

Growthwise Group Inc.

Name: Growthwise Group Inc. — Growthwise 401(k) Plan, Form 5500 (2025)
Creator: Growthwise Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Growthwise 401(k) Plan

401(k) retirement plan · Growthwise Group Inc.'s Growthwise 401(k) Plan held $152K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

Plan identifiers

Growthwise Group Inc.'s EIN is 90-0993521.

EIN 90-0993521

Plan number 001

Plan year 2025

ACK ID 20260515220606NAL0008037715075

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Growthwise Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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