How big is Wrike, Inc.'s plan?

Wrike, Inc.'s plan reported $21.3M in assets and 184 participants for 2024.

Original filing (PDF)20251013160659NAL0000800931001

Wrike, Inc.

Name: Wrike, Inc. — Wrike, Inc. 401(k) Retirement Plan, Form 5500 (2024)
Creator: Wrike, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wrike, Inc. 401(k) Retirement Plan

401(k) retirement plan · Wrike, Inc.'s Wrike, Inc. 401(k) Retirement Plan held $21.3M in plan assets for 184 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

184

Accounts w/ balance

282

Plan assets (EOY)

$21.3M

Net assets (EOY)

$21.3M

People on this filing

Joseph Arquillo signed Wrike, Inc.'s 2024 Form 5500 as plan administrator.

Joseph Arquillo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wrike, Inc.'s EIN is 27-3013858.

EIN 27-3013858

Plan number 002

Plan year 2024

ACK ID 20251013160659NAL0000800931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wrike, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wrike, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

WRIKE, INC.

EIN

all filings

Address

9171 TOWNE CENTRE DRIVE, SUITE 200 · SAN DIEGO, CA · 92122

Phone

(408) 785-6827

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$13K	—

Investments

31 direct securities· $21.3M(100% of reported assets)

Mutual Funds

$16.4M

20 holdings

Common Collective Trusts

$3.6M

4 holdings

Other securities

$1.1M

5 holdings

Bonds / Notes

$135K

1 holding

Self-Directed Brokerage

$2K

1 holding

					% of plan
Fidelity Freedom 2055 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$3.6M	17.0%
Fidelity Freedom 2050 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$2.8M	13.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.5M	12.0%
Fidelity Freedom 2060 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.9M	9.0%
Fidelity Freedom 2045 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.7M	8.0%
Fidelity Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	5.8%
Fidelity Freedom 2035 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$814K	3.8%
Fidelity Freedom 2040 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$713K	3.4%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$703K	3.3%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$624K	2.9%
Fidelity Strategic Income Fund Mutual Fund	Mutual Funds	—	—	$536K	2.5%
JPMorgan Core Bond Fund Class R6 Mutual Fund	Other securities	—	—	$534K	2.5%
Fidelity Select Technology Portfolio Mutual Fund	Mutual Funds	—	—	$427K	2.0%
John Hancock Disciplined Value Mid Cap R6 Mutual Fund	Other securities	—	—	$415K	2.0%
Fidelity Freedom 2065 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$386K	1.8%
Fidelity Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$334K	1.6%
Fidelity Stock Selector Mid Cap Fund Mutual Fund	Mutual Funds	—	—	$319K	1.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$229K	1.1%
American Funds New World Fund® Class R-6 Mutual Fund	Mutual Funds	—	—	$195K	0.9%
Fidelity Government Money Market Fund Premium Class Mutual Fund	Mutual Funds	—	—	$193K	0.9%
Fidelity Freedom 2030 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$189K	0.9%
Janus Henderson Enterprise Fund Class N Mutual Fund	Mutual Funds	—	—	$165K	0.8%
Fidelity Freedom 2010 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$157K	0.7%
Participant Loans to participants, bearing interest from 6.5% to 9.5%	Bonds / Notes	—	—	$135K	0.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$89K	0.4%
Fidelity Balanced Fund Class K Mutual Fund	Mutual Funds	—	—	$86K	0.4%
Baird Short-Term Bond Fund Institutional Class Mutual Fund	Other securities	—	—	$78K	0.4%
Columbia Small Cap Value I I2 Mutual Fund	Other securities	—	—	$76K	0.4%
Fidelity Freedom 2015 Fund Class K6 Mutual Fund ** 921 * Fidelity Freedom 2025 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$37K	0.2%
American Century Inflation-Adjusted Bond Fund R6 Class Mutual Fund	Other securities	—	—	$30K	0.1%
Brokeragelink Accounts Participant-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$2K	<0.1%