# Worldwise Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/worldwise-holdings-inc-401k-plan

> Worldwise Holdings, INC.'s 401(k) plan: 402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Worldwise Holdings, INC.

- **Sponsor EIN:** 680246753

- **Sponsor Address:** 6 HAMILTON LANDING, NOVATO, CA, 94949

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

- **Total Participants:** 402

- **Total Assets:** $9.1M

## 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|402|$9.1M|$234,113|$1.4M|

| 2023|150|$7.1M|$169,106|$886,746|

| 2022|101|$6.1M|$118,254|$602,510|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$20,326|—|$20,326|

| ADP, INC.|RECORD KEEPER|$17,587|—|$17,587|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,913

- **Estimated Expense Ratio:** 0.416% 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|$37,913|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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