# Wise Us, INC 401(k) Plan
Source: https://planprovider.pro/companies/wise-us-inc-453233521-501

> Wise Us, INC's 401(k) plan: 956 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:** 4925 INDEPENDENCE PKWY, SUITE 300, TAMPA, FL, 33634

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

- **Plan Number:** 501

- **Total Participants:** 956

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|956|$0|$0|$0|

| 2023|677|$0|$0|$0|

| 2022|691|$0|$0|$0|

## 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|

| CIGNA HEALTH AND LIFE INSURANCE CO.|Recordkeeper|$351,926|—|$351,926|

| WEX HEALTH INC.|Recordkeeper|$16,581|—|$16,581|

### Verified Provider Profiles

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

- [WEX HEALTH INC.](https://planprovider.pro/provider/dla-piper) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $368,507

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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