# Wise Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wise-investments-llc-401k-plan

> Wise Investments, LLC's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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