Original filing (PDF)20250211100410NAL0037468594001

WISDOM TREE TECHNOLOGIES, INC.

Name: WISDOM TREE TECHNOLOGIES, INC. — WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: WISDOM TREE TECHNOLOGIES, INC.

Form 5500-SF

FILING_RECEIVED

WISDOM TREE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

WISDOM TREE TECHNOLOGIES, INC.

EIN

45-5599162all filings

Address

926 N 16TH ST · MURRAY, KY · 420711524

Phone

(270) 761-8733

Industry