Plan Snapshot
- Plan Sponsor: Wizehive, INC.
- Sponsor EIN: 274126294
- Sponsor Address: 555 E. NORTH LANE, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $139,962 | $233,138 | $702,309 |
| 2023 | 91 | $3.8M | $245,767 | $788,882 |
| 2022 | 147 | $2.7M | $222,395 | $715,100 |
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 |
|---|---|---|---|---|
| BALANCE & STRATEGY ADVISORS, CPAS | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $27,336 | $5,996 | $21,340 | — | — |
| 2023 | $21,730 | $3,053 | $18,677 | — | — |
| 2022 | — | — | — | — | — |