WISER AGENCY LLC
Plan context: THE WISER AGENCY 401(K) PLAN
EIN 84-4957169 • Austin, TX • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$219,928
2025 Contributions
$87,311
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 16 | $219,928 | $87,311 | $5,457iApproximate average salary by contribution assumption: employee only about $136,423 at 4% or $90,949 at 6%; with 50% employer match about $90,949 at 4% or $60,633 at 6%; with 100% employer match about $68,212 at 4% or $45,474 at 6%. |
| THE WISER AGENCY 401(K) PLAN | - | 16 | $219,928 | $87,311 | $5,457iApproximate average salary by contribution assumption: employee only about $136,423 at 4% or $90,949 at 6%; with 50% employer match about $90,949 at 4% or $60,633 at 6%; with 100% employer match about $68,212 at 4% or $45,474 at 6%. |
| 2024 | 1 | 16 | $160,951 | $86,106 | $5,382iApproximate average salary by contribution assumption: employee only about $134,541 at 4% or $89,694 at 6%; with 50% employer match about $89,694 at 4% or $59,796 at 6%; with 100% employer match about $67,270 at 4% or $44,847 at 6%. |
| THE WISER AGENCY 401(K) PLAN | - | 16 | $160,951 | $86,106 | $5,382iApproximate average salary by contribution assumption: employee only about $134,541 at 4% or $89,694 at 6%; with 50% employer match about $89,694 at 4% or $59,796 at 6%; with 100% employer match about $67,270 at 4% or $44,847 at 6%. |
| 2023 | 1 | 11 | $94,632 | $69,961 | $6,360iApproximate average salary by contribution assumption: employee only about $159,002 at 4% or $106,002 at 6%; with 50% employer match about $106,002 at 4% or $70,668 at 6%; with 100% employer match about $79,501 at 4% or $53,001 at 6%. |
| THE WISER AGENCY 401(K) PLAN | - | 11 | $94,632 | $69,961 | $6,360iApproximate average salary by contribution assumption: employee only about $159,002 at 4% or $106,002 at 6%; with 50% employer match about $106,002 at 4% or $70,668 at 6%; with 100% employer match about $79,501 at 4% or $53,001 at 6%. |
| 2022 | 1 | 9 | $38,604 | $45,422 | $5,047iApproximate average salary by contribution assumption: employee only about $126,172 at 4% or $84,115 at 6%; with 50% employer match about $84,115 at 4% or $56,077 at 6%; with 100% employer match about $63,086 at 4% or $42,057 at 6%. |
| THE WISER AGENCY 401(K) PLAN | - | 9 | $38,604 | $45,422 | $5,047iApproximate average salary by contribution assumption: employee only about $126,172 at 4% or $84,115 at 6%; with 50% employer match about $84,115 at 4% or $56,077 at 6%; with 100% employer match about $63,086 at 4% or $42,057 at 6%. |