Plan Snapshot
- Plan Sponsor: Business Wise, INC.
- Sponsor EIN: 581400141
- Sponsor Address: 3350 RIVERWOOD PKWY SE STE 1900, ATLANTA, GA, 303392066
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $2.9M | $30,510 | $62,613 |
| 2023 | 19 | $2.7M | $42,863 | $98,537 |
| 2022 | 22 | $2.4M | $43,254 | $92,504 |