What public Form 5500 filings show about the Worldwise Holdings, Inc. 401(k) plan — and how to find and check your own account.
Worldwise Holdings, Inc. (EIN 68-0246753) reports PETWISE 401K PLAN on its most recent Form 5500, with $9.1M in plan assets across 402 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 Worldwise Holdings, 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Worldwise Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, MERRILL LYNCH PIERCE FENNER & SMITH.
