Plan Snapshot
- Plan Sponsor: Wizehire Incorporated
- Sponsor EIN: 472062567
- Sponsor Address: 5030 INKER STREET, HOUSTON, TX, 77007
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $2.7M
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 | 64 | $2.7M | $296,532 | $482,820 |
| 2023 | 127 | $2.1M | $374,898 | $580,081 |
| 2022 | 120 | $852,321 | $277,344 | $405,210 |
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 |
|---|---|---|---|---|
| RUSSON +JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON +JOHNSTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,664 | $1,900 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |