Plan Snapshot
- Plan Sponsor: Workrise Technologies, INC.
- Sponsor EIN: 465175744
- Sponsor Address: 111 CONGRESS AVE., AUSTIN, TX, 78701
- Plan Type: 401(k)
- Total Participants: 2,152
- Total Assets: $76.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,152 | $76.2M | $4.4M | $11.2M |
| 2023 | 1,913 | $59.9M | $3.9M | $9.7M |
| 2022 | 2,688 | $46.7M | $3.9M | $9.9M |
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 |
|---|---|---|---|---|
| SAVILLE CPAS AND ADVISORS, LLC | Auditor | $34,110 | — | $34,110 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVILLE CPAS AND ADVISORS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,110
- Estimated Expense Ratio: 0.045% 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 | $271,570 | $55,906 | $900 | $34,110 | — |
| 2023 | $182,534 | $46,390 | — | $9,000 | — |
| 2022 | $323,005 | — | — | — | — |