Mariel Ambrose signed Wise US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wise US, Inc.'s EIN is 45-3233521.
Download the official 2024 Form 5500 (PDF) for Wise US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wise US, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard International Value Fund | Mutual Funds | — | — | $2.2M | 14.5% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $1.8M | 12.1% | |
| BlackRock iShares U.S. Aggregate Bond Index K Fund | Other securities | — | — | $1.8M | 11.8% | |
| Vanguard Growth Index Admiral Fund | Mutual Funds | — | — | $1.6M | 11.0% | |
| Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $1.3M | 8.9% | |
| Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $1.2M | 7.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $939K | 6.3% | |
| Vanguard MidCap Value Index Admiral Fund | Mutual Funds | — | — | $742K | 5.0% | |
| Hartford Mutual Funds Hartford Core Equity R6 Fund | Other securities | — | — | $719K | 4.8% | |
| Vanguard SmallCap Growth Index Admiral Fund | Mutual Funds | — | — | $680K | 4.6% | |
| Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $570K | 3.8% | |
| Participant Loans to participants bearing interest from 5.75% to 9.50% | Bonds / Notes | — | — | $305K | 2.1% | |
| Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $214K | 1.4% | |
| Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $154K | 1.0% | |
| Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $136K | 0.9% | |
| Vanguard Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $129K | 0.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $79K | 0.5% | |
| Vanguard Target Retirement 2070 Inv Fund | Mutual Funds | — | — | $73K | 0.5% | |
| Vanguard FTSE Social Index Admiral Fund | Mutual Funds | — | — | $61K | 0.4% | |
| Vanguard International Growth Index Admiral Fund | Mutual Funds | — | — | $47K | 0.3% | |
| MFS New Discovery R6 Fund | Mutual Funds | — | — | $39K | 0.3% | |
| PGIM Investments PGIM Jennison MidCap Growth R6 Fund | Other securities | — | — | $30K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $14K | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $13K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $13K | <0.1% | |
| PGIM Investments PGIM High Yield R6 Fund | Other securities | — | — | $11K | <0.1% | |
| Capital Research and Management Company American Funds American Mutual R6 Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities I Fund ** 857 JP Morgan JP Morgan International Equity R6 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Hartford Mutual Funds Hartford Dividend and Growth R6 Fund | Other securities | — | — | $5K | <0.1% | |
| Capital Research and Management Company American Funds New World R6 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retiremnt Income Inv Fund ** 1 Vanguard Target Retirement 2020 Inv Fund ** 161 Vanguard Target Retirement 2025 Inv Fund ** 313 Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE | 30-0840934 | — | ACCOUNTANT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
