Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LISA WISE CONSULTING, INC.
EIN 80-0155045architecture & planningLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
33
983 OSOS STREET - SAN LUIS OBISPO, CA 93401805-595-1345lisawiseconsulting.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 33 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#001
LISA WISE CONSULTING, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LISA WISE CONSULTING, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LISA WISE CONSULTING, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 21 | 2025 | |
| 002 | LISA WISE CONSULTING, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.9M | 12 | 2025 |
Retirement plans