Plan Snapshot
- Plan Sponsor: Wise Software Solutions, INC.
- Sponsor EIN: 931026489
- Sponsor Address: 1002A N SPRINGBROOK RD, NEWBERG, OR, 97132
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.3M
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 | 3 | $2.3M | $118,870 | $38,951 |
| 2023 | 3 | $1.9M | $72,696 | $26,623 |
| 2022 | 3 | $1.5M | $75,501 | $40,179 |