How big is Spendwise, Inc.'s plan?

Spendwise, Inc.'s plan reported $10K in assets and 1 participants for 2025.

Original filing (PDF)20260505220255NAL0001444897078

Spendwise, Inc.

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

Form 5500-SF

FILING_RECEIVED

Spendwise 401(k) Plan

401(k) retirement plan · Spendwise, Inc.'s Spendwise 401(k) Plan held $10K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

Plan identifiers

Spendwise, Inc.'s EIN is 99-0571267.

EIN 99-0571267

Plan number 001

Plan year 2025

ACK ID 20260505220255NAL0001444897078

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Spendwise, 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