Plan Snapshot
- Plan Sponsor: Wiser Acquisitions, INC. Dba Wiser Financial Group
- Sponsor EIN: 382094871
- Sponsor Address: 6100 STADIUM DRIVE, KALAMAZOO, MI, 490092008
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 14 | $9.1M | $215,170 | $148,967 |
| 2023 | 12 | $7.6M | $257,690 | $162,942 |
| 2022 | 16 | $6.2M | $243,973 | $148,442 |