Plan Snapshot
- Plan Sponsor: Wise Investments, LLC
- Sponsor EIN: 954657784
- Sponsor Address: 3010 WILSHIRE BLVD., SUITE 208, LOS ANGELES, CA, 90010
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.2M | $3,424 | $53,500 |
| 2023 | 3 | $1.0M | $3,446 | $52,500 |
| 2022 | 3 | $920,689 | $3,100 | $47,500 |