Workrise Technologies, Inc. 401(k) Plan
Sponsored by Workrise Technologies, Inc. · EIN 465175744 · Plan #001
- Total assets
- $76.2M
- Net assets
- $76.2M
- Active participants
- 2,152
- With balances
- 1,681
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $181,554 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $55,906 |
| Saville Cpas & Advisors, L.L.C. | Accounting | $34,110 |