Sponsor portfolio
THE WISE AGENT LLC
EIN 56-2286625real estateLatest filing 2025
Plans
1
Retirement
1
$604K assets
Welfare
0
Participants
39
16766 E PARKVIEW AVE STE 201 - FOUNTAIN HILLS, AZ 852688400480-836-0345wiseagent.comLinkedIn11-50 employeesreal estate
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WISE AGENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $604K | 39 | 2025 |
Retirement plans