# Wise Us, INC. 401(k) Plan
Source: https://planprovider.pro/companies/transferwise-inc-401k-plan

> Wise Us, INC.'s 401(k) plan: 761 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wise Us, INC.

- **Sponsor EIN:** 453233521

- **Sponsor Address:** FOUNTAIN SQUARE 2,, TAMPA, FL, 33634

- **Plan Type:** 401(k)

- **Total Participants:** 761

- **Total Assets:** $14.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|761|$14.8M|$1.6M|$2.9M|

| 2023|661|$10.4M|$1.3M|$2.4M|

| 2022|535|$5.6M|$764,582|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$134,385|—|$134,385|

| PRINCIPAL SECURITIES INC|OTHER SERVICES|—|$39,002|$39,002|

| PENSION ASSURANCE|ACCOUNTANT|—|$14,500|$14,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $187,887

- **Estimated Expense Ratio:** 1.267% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$134,385|—|$134,385|—|—|

| 2023|$43,340|—|$43,340|—|—|

| 2022|$11,595|—|$11,595|—|—|

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