# Welocalize, INC. 401(k) Plan
Source: https://planprovider.pro/companies/welocalize-inc-401k-plan

> Welocalize, INC.'s 401(k) plan: 992 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Welocalize, INC.

- **Sponsor EIN:** 522212421

- **Sponsor Address:** 136 MADISON AVE, NEW YORK, NY, 10016

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

- **Total Participants:** 992

- **Total Assets:** $39.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|992|$39.5M|$682,644|$3.1M|

| 2023|808|$35.5M|$556,648|$2.8M|

| 2022|581|$29.1M|$542,898|$2.7M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$61,279|—|$61,279|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$46,652|—|$46,652|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $107,931

- **Estimated Expense Ratio:** 0.273% 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|$111,222|$64,570|—|—|—|

| 2023|$113,951|$67,070|—|—|—|

| 2022|$114,376|—|—|—|—|

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