How big is Workwise's plan?

Workwise's plan reported $1.0M in assets and 4 participants for 2025.

Original filing (PDF)20260117131034NAL0021492512001

Workwise

Name: Workwise — Workwise Safe Harbor 401(k) Plan, Form 5500 (2025)
Creator: Workwise
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Workwise Safe Harbor 401(k) Plan

401(k) retirement plan · Workwise's Workwise Safe Harbor 401(k) Plan held $1.0M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Workwise's EIN is 20-3094337.

EIN 20-3094337

Plan number 001

Plan year 2025

ACK ID 20260117131034NAL0021492512001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Workwise from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Workwise's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORKWISE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Plan sponsor

Name

WORKWISE

DBA

6/1/2002

EIN

all filings

Address

2363 N 5TH ST S-105 · ELKO, NV · 89801

Phone

(775) 738-7011

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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