What public Form 5500 filings show about the Wise Business Forms 401(k) plan — and how to find and check your own account.
Wise Business Forms (EIN 25-1213370) reports WISE BUSINESS FORMS, INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $18.6M in plan assets across 253 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 Wise Business Forms filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wise Business Forms 401(k).
