How big is Ledgerwise , LLC's plan?

Ledgerwise , LLC's plan reported $414K in assets and 18 participants for 2025.

Original filing (PDF)20260422220140NAL0002212595042

Ledgerwise , LLC

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

Form 5500-SF

FILING_RECEIVED

Ledgerwise 401(k) Plan

401(k) retirement plan · Ledgerwise , LLC's Ledgerwise 401(k) Plan held $414K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

Plan identifiers

Ledgerwise , LLC's EIN is 93-4137587.

EIN 93-4137587

Plan number 001

Plan year 2025

ACK ID 20260422220140NAL0002212595042

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Ledgerwise , LLC'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

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

LEDGERWISE , LLC

EIN

all filings

Address

508 N ACACIA AVE · SOLANA BEACH, CA · 92075

Phone

(760) 525-5771

Industry

Finance & Insurance

Plan administrator