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Original filing (PDF)20250729101439NAL0004394576001
WORKRISE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
WORKRISE TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,152
Accounts w/ balance
1,681
Plan assets (EOY)
$76.2M
Net assets (EOY)
$76.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 36 bps in Schedule C fees — 123% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKRISE TECHNOLOGIES, INC..
Plan sponsor
Name
WORKRISE TECHNOLOGIES, INC.
EIN
46-5175744
Address
111 CONGRESS AVE. · SUITE 1300 · AUSTIN, TX · 78701
Phone
(512) 501-5452
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
SAVILLE CPAS AND ADVISORS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $182K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $56K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVILLE CPAS & ADVISORS, L.L.C. | 90-0525804 | — | ACCOUNTANT/AUDITOR | $34K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
34 direct securities · 1 pooled fund· $76.1M(100% of reported assets)
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.
Uncategorized
$76.1M
34 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $9.8M | 12.8% | |
| Fidelity | — | — | — | $9.7M | 12.8% | |
| Fidelity | — | — | — | $9.7M | 12.7% | |
| Fidelity | — | — | — | $8.7M | 11.5% | |
| Fidelity | — | — | — | $7.8M | 10.2% | |
| Fidelity | — | — | — | $5.2M | 6.8% | |
| Fidelity | — | — | — | $4.2M | 5.5% | |
| Fidelity | — | — | — | $3.7M | 4.8% | |
| Fidelity | — | — | — | $2.8M | 3.7% | |
| Fidelity | — | — | — | $2.0M | 2.6% | |
| Participant loans** | — | — | — | $1.4M | 1.9% | |
| Fidelity | — | — | — | $1.2M | 1.6% | |
| Fidelity | — | — | — | $1.1M | 1.5% | |
| Fidelity | — | — | — | $1.1M | 1.4% | |
| Fidelity | — | — | — | $965K | 1.3% | |
| Fidelity | — | — | — | $910K | 1.2% | |
| Fidelity | — | — | — | $789K | 1.0% | |
| Fidelity | — | — | — | $771K | 1.0% | |
| Fidelity | — | — | — | $630K | 0.8% | |
| Fidelity | — | — | — | $564K | 0.7% | |
| Fidelity | — | — | — | $550K | 0.7% | |
| Fidelity | — | — | — | $536K | 0.7% | |
| Fidelity | — | — | — | $507K | 0.7% | |
| Fidelity | — | — | — | $386K | 0.5% | |
| Fidelity | — | — | — | $273K | 0.4% | |
| Fidelity | — | — | — | $198K | 0.3% | |
| Fidelity | — | — | — | $180K | 0.2% | |
| Fidelity | — | — | — | $151K | 0.2% | |
| Fidelity | — | — | — | $126K | 0.2% | |
| Fidelity | — | — | — | $104K | 0.1% | |
| Fidelity | — | — | — | $71K | <0.1% | |
| Fidelity | — | — | — | $19K | <0.1% | |
| Fidelity | — | — | — | $2K | <0.1% | |
| Fidelity | — | — | — | $41 | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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