# Wiser Acquisitions, INC. Dba Wiser Financial Group 401(k) Plan
Source: https://planprovider.pro/companies/wiser-acquisitions-inc-dba-wiser-financial-group-401k-plan

> Wiser Acquisitions, INC. Dba Wiser Financial Group's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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