How big is Wisdom Tree Technologies, Inc.'s plan?

Wisdom Tree Technologies, Inc.'s plan reported $676K in assets and 228 participants for 2025.

Original filing (PDF)20260128150149NAL0006893234001

Wisdom Tree Technologies, Inc.

Name: Wisdom Tree Technologies, Inc. — Wisdom Tree, Form 5500 (2025)
Creator: Wisdom Tree Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wisdom Tree Technologies, LLC 401(k) Retirement Plan

401(k) retirement plan · Wisdom Tree Technologies, Inc.'s Wisdom Tree Technologies, LLC 401(k) Retirement Plan held $676K in plan assets for 228 participants in 2025.

Signals · 1

No auditor on file

Active participants

228

Accounts w/ balance

109

Plan assets (EOY)

$676K

Net assets (EOY)

$676K

People on this filing

Scott Allen signed Wisdom Tree Technologies, Inc.'s 2025 Form 5500 as plan administrator.

Scott Allen — 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

Wisdom Tree Technologies, Inc.'s EIN is 45-5599162.

EIN 45-5599162

Plan number 001

Plan year 2025

ACK ID 20260128150149NAL0006893234001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wisdom Tree Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wisdom Tree Technologies, Inc.'s plan includes profit-sharing, 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 WISDOM TREE TECHNOLOGIES, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score