Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.
WORKIVA INC. 401(k) Plan
What public Form 5500 filings show about the WORKIVA INC. 401(k) plan — and how to find and check your own account.
Plan assets
$188.7M
Participants
2,169
Plans on file
1
The WORKIVA INC. 401(k) on its latest Form 5500
WORKIVA INC. (EIN 47-2509828) reports WORKIVA 401(K) PLAN on its most recent Form 5500, with $188.7M in plan assets across 2,169 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 WORKIVA INC. filing — schedules, fees, and providers.
Who runs the WORKIVA INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WORKIVA INC. 401(k).
How to check your WORKIVA INC. 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask WORKIVA 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).