WISER FINANCIAL COACHING, LLC 401(K) PLAN

[ EIN: 03-0427374 | Plan No. 001 ]

According to Department of Labor Form 5500 data, WISER FINANCIAL COACHING, LLC sponsors WISER FINANCIAL COACHING, LLC 401(K) PLAN, categorized as a 401(k) plan. The filing shows 3 participants and total assets of $683,200 for the plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: WISER FINANCIAL COACHING, LLC

Location: 2741 CAMPUS WALK AVENUE, DURHAM, NC 27705

EIN: 030427374

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $683,200

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