Plan Snapshot
- Plan Sponsor: Wise Consulting Associates, INC.
- Sponsor EIN: 521974149
- Sponsor Address: 9515 DEERECO ROAD,, TIMONIUM, MD, 21093
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 1 | $5.3M | $0 | $0 |
| 2023 | 8 | $4.2M | $326,962 | $0 |
| 2022 | 110 | $11.6M | $47,330 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY, LLC | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,000
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $53,833 | — | — | $16,000 | — |
| 2024 | $40,788 | — | — | — | — |
| 2023 | $52,675 | — | — | $16,000 | — |
| 2022 | $249 | — | $249 | — | — |