How big is Wealthwise Group, LLC's plan?

Wealthwise Group, LLC's plan reported $41K in assets and 5 participants for 2024.

Original filing (PDF)20250626125219NAL0008580113001

Wealthwise Group, LLC

Name: Wealthwise Group, LLC — Wealthwise Group, LLC 401(k), Form 5500 (2024)
Creator: Wealthwise Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthwise Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wealthwise Group, LLC's Wealthwise Group, LLC 401(k) Profit Sharing Plan held $41K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

Plan identifiers

Wealthwise Group, LLC's EIN is 99-1820519.

EIN 99-1820519

Plan number 001

Plan year 2024

ACK ID 20250626125219NAL0008580113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealthwise Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthwise Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTHWISE GROUP, LLC.

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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