How big is Wise & Healthy Aging's plan?

Wise & Healthy Aging's plan reported $4.0M in assets and 65 participants for 2024.

Original filing (PDF)20250610081030NAL0014604897001

Wise & Healthy Aging

Name: Wise & Healthy Aging — Wise & Healthy Aging 401(k), Form 5500 (2024)
Creator: Wise & Healthy Aging
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wise & Healthy Aging 401(k) Plan

401(k) retirement plan · Wise & Healthy Aging's Wise & Healthy Aging 401(k) Plan held $4.0M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Brian Caffrey signed Wise & Healthy Aging's 2024 Form 5500 as plan administrator.

Brian Caffrey — 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 & Healthy Aging's EIN is 95-2788014.

EIN 95-2788014

Plan number 002

Plan year 2024

ACK ID 20250610081030NAL0014604897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wise & Healthy Aging's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 & HEALTHY AGING.

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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