How big is Wise Wealth's plan?

Wise Wealth's plan reported $210K in assets and 6 participants for 2025.

Original filing (PDF)20260430220533NAL0000223891012

Wise Wealth

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

Form 5500-SF

FILING_RECEIVED

Wise Wealth 401(k) Plan

401(k) retirement plan · Wise Wealth's Wise Wealth 401(k) Plan held $210K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

Plan identifiers

Wise Wealth's EIN is 93-3831435.

EIN 93-3831435

Plan number 001

Plan year 2025

ACK ID 20260430220533NAL0000223891012

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Wise 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 WISE 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WISE WEALTH

EIN

all filings

Address

60 WATERBURY ROAD · SUITE G · PROSPECT, CT · 06712

Phone

(203) 888-0096

Industry

Finance & Insurance

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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