Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WISE HEALTH P.C.
EIN 36-4185398Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
12
6700 NAVAJO AVE - LINCOLNWOOD, IL 60172847-322-9602
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WISE HEALTH P.C. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WISE HEALTH P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$238K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WISE HEALTH P.C. CASH BALANCE PLAN | CashBalance | $1.5M | 5 | 2024 | |
| 001 | WISE HEALTH P.C. PROFIT SHARING PLAN | ProfitSharing | $238K | 7 | 2024 |
Retirement plans