How big is Wise Place's plan?

Wise Place's plan reported $330K in assets and 8 participants for 2024.

Original filing (PDF)20251013130354NAL0000628243001

Wise Place

Name: Wise Place — Wise Place 403(b) Retirement Plan, Form 5500 (2024)
Creator: Wise Place
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wise Place 403(b) Retirement Plan

403(b) retirement plan · Wise Place's Wise Place 403(b) Retirement Plan held $330K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

People on this filing

Mychael Blinde signed Wise Place's 2024 Form 5500 as plan administrator.

Mychael Blinde — 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

Wise Place's EIN is 95-1684796.

EIN 95-1684796

Plan number 002

Plan year 2024

ACK ID 20251013130354NAL0000628243001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wise Place's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts, 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 PLACE.

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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 (89th percentile).

Plan sponsor

Name

WISE PLACE

EIN

all filings

Address

1411 NORTH BROADWAY · SANTA ANA, CA · 927063904

Phone

(714) 542-3577

Industry

Health Care & Social Assistance

Plan administrator