Sponsor portfolio
WISE UP FINANCIAL, LLC
EIN 84-2004002Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$52K assets
Welfare
0
Participants
8
10782 BELLAIRE BOULEVARD, SUITE C - HOUSTON, TX 77072832-400-6538
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 | WISE UP FINANCIAL, LLC 401(K) PLAN | 401k | $52K | 8 | 2025 |
Retirement plans