What public Form 5500 filings show about the Workrise Technologies, Inc. 401(k) plan — and how to find and check your own account.
Workrise Technologies, Inc. (EIN 46-5175744) reports WORKRISE TECHNOLOGIES, INC. 401(K) PLAN on its most recent Form 5500, with $76.2M in plan assets across 2,152 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 Workrise Technologies, Inc. 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 Workrise Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAVILLE CPAS & ADVISORS L L C, WELLS FARGO CLEARING SERVICES.
