Userwise, LLC (FKA Userwise, Inc.) 401(k) Plan

The Userwise, LLC (FKA Userwise, Inc.) 401(k) on its latest Form 5500

Userwise, LLC (FKA Userwise, Inc.) (EIN 47-3610336) reports USERWISE, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $532K in plan assets across 13 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Userwise, LLC (FKA Userwise, Inc.) filing — schedules, fees, and providers.

Who runs the Userwise, LLC (FKA Userwise, Inc.) 401(k)?

Userwise, LLC (FKA Userwise, Inc.)’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Userwise, LLC (FKA Userwise, Inc.)HR for the recordkeeper’s name and login.

How to check your Userwise, LLC (FKA Userwise, Inc.) 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Userwise, LLC (FKA Userwise, Inc.) HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).