Original filing (PDF)20251013160659NAL0000800931001

WRIKE, INC.

Name: WRIKE, INC. — WRIKE, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WRIKE, INC.

Form 5500

FILING_RECEIVED

WRIKE, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

184

Accounts w/ balance

282

Plan assets (EOY)

$21.3M

Net assets (EOY)

$21.3M

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 (directional)

100

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (4 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WRIKE, INC..

Plan sponsor

Name

WRIKE, INC.

EIN

27-3013858

Address

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

Phone

(408) 785-6827

Industry

Professional & Technical Servicessee all

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)

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

—

Trustee phone

—

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)

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